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

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

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
Global Private Banking Awards 2023
PWM Digital Edition (March–April 2023)
Wealth Tech Awards 2023
Join our community
|
|
|
|
|
