Professional Wealth Managementt

Home / Asset Allocation / Portfolio Management

Portfolio Management

A more efficient way into the environmental sector

As global resources become scarcer, companies developing more efficient solutions look like attractive investments

Thematic thinking enters mainstream

Investment strategies following themes such as the rise of emerging markets or the development of sustainable energy may be gaining traction, but critics claim they are little more than a marketing ploy

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

Governance — Effective Philanthropic Strategies Ch 2/4

Jersey has built a system of governance of charities, philanthropy and impact investments, establishing projects that help those in developing nations.

Watch more videos

Global Private Banking Awards 2023

PWM Digital Edition (March–April 2023)

Wealth Tech Awards 2023

Join our community