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Portfolio Management

Bolder portfolios ready to re-embrace alternatives

Alternative investments such as private equity and hedge funds are making their way back into balanced portfolios, but due diligence and manager selection are more important than ever

Robert Jukes, Collins Stewart

New breed of multi-asset portfolios aim to address shortfalls

Dynamically managed multi-asset portfolios that are goal-oriented and risk-targeted could be well suited to today’s volatile markets

Threats from inflation lie in wait over the horizon

The likelihood of high levels of inflation in the short term seem remote, but portfolios must be positioned so that they are protected from its longer term risks

Booming ETF industry faces construction issues

European ETFs may continue to attract record inflows, but the synthetic vs physical debate is gathering pace, while some commentators are questioning the levels of risk these vehicles contain

Money market funds hit by perils of low rates and rising regulation

With low interest rates set to continue and the threat of further regulation just over the horizon, the future continues to look bleak for money market funds

Hongbin Qu, HSBC

The gradual rise of the renminbi

China’s currency may have a long way to go before it reaches “reserve” status, but other nations are under no illusions as to the renminbi’s potential

Opportunities opening up in time of distress

Distressed prices are creating interesting opportunities in private credit, but clients need to be reminded that it takes a while for these investments to bear fruit

Long-term view essential in fight against inflation

Knowing the difference between inflation-beating and inflation-hedging strategies is key when making long-term asset allocations

Private credit opportunities opening up in time of distress

Distressed prices are creating interesting opportunities in private credit, but clients need to be reminded that it takes a while for these investments to bear fruit

Investors convinced Africa is a continent worth exploring

Investors intend to increase allocations to Africa, buoyed by macroeconomic changes and the region’s potential for growth. But investment also carries huge risks

Global Private Banking Awards 2022 Highlights

More than 120 banks from 50 countries around the world entered this year’s annual global private banking awards. 19 of those entrants have won more than one award. Of these, six institutions - including Citi Private Bank, BTG Pactual, Erste Private Banking, HSBC Private Banking, Northern Trust, Itaú Private Bank – gained the top position in three categories each. Video highlights from the 2022 Global Private Banking Awards.

Watch more videos

Global Private Banking Awards 2022

PWM Digital Edition (October/November 2022)

Wealth Tech Awards 2022

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