Professional Wealth Managementt

Home / Asset Allocation / Portfolio Management

Portfolio Management

From Asset Allocation / Portfolio Management September 5, 2011

Brazil learning to cope with growing pains

Brazil makes for a compelling medium to long-term investment opportunity, but the country must first overcome high rates of inflation and the effects of a strong currency

Arjuna Mahendran, HSBC Private Bank

Emerging market strategies move to core status

Emerging markets are now firmly at the centre of investors’ portfolios, but opinion remains divided as how best to harness the rapid growth seen across the developing world

Investing in regional expertise

Domestic and international groups are boosting their operations across Asia, but both agree that local knowledge is imperative

Kwang-Meng Quek, Citi Private Bank

Non-core properties offer best opportunities

As real estate becomes more global, investors must be careful how best to gain exposure, particularly when looking at non-core properties, which carry an element of risk but are attractively priced at present

Yonghao Pu, UBS

Forward-thinking needed to capture China’s shifting focus

China’s rapidly expanding economy is constantly evolving, and investors must manage this transition from an export-led to a more diversified, consumer-driven market

Christophe Gruenig, Vontobel

Turning long-term trends into sustainable profits

The increasing demand for luxury brands and an ageing global population are two long-term trends that thematic funds are looking to target.

Debt burdens driving down valuations

Germany is leading northern Europe out of recession while the south continues to suffer from debt issues, but it is a company’s links to emerging markets that is catching investors’ attention.

Getting the tactics right

Recent unanticipated events have added weight to the argument in favour of short-term tactical investing, though many still prefer to take a long-term approach, writes Roxane McMeeken

Is it time to look again at China?

In this article, Mike Sell, Director Emerging Markets at F&C, explains why he is positive on the outlook for China as an investment destination and highlights some of his other top picks in the emerging markets.

An opportunity too good to miss

Emerging markets should form a bigger allocation in client portfolios according to a number of private bankers, but there are several ways into the market

Latest PWM video

With selectivity becoming more important, smart ETFs capturing factor exposures through systematic, rules-based approaches can add value in private client portfolios, although the complexity of these instruments.

Click for more videos

Join our community

           
 

Global Private Banking Awards 2018

Wealth Tech Awards 2018