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Portfolio Management

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

Iris Chen, China AMC
From Asset Allocation / Portfolio Management February 3, 2011

Asian players with a Western appetite

Western private banks may be looking East, but Asian managers are also looking to raise their profiles and gather assets from the US and Europe, writes Yuri Bender

Nicolas Gaussel, Lyxor
From Asset Allocation / Portfolio Management February 3, 2011

Human input vital for adapting quant models to changing markets

Quantitative investment strategies require sound financial judgement if they are to be successful in changing market environments

From Asset Allocation / Portfolio Management February 3, 2011

‘Quality strategies’ the smarter way to make excess returns from global equity

From Asset Allocation / Portfolio Management February 3, 2011

Competing theories come to the fore as quantitative models put under the microscope

From Asset Allocation / Portfolio Management February 3, 2011

Finding a strategy to access Asian explosion

An army of stockpickers is descending on Asia’s financial centres looking to profit from the region’s rapid growth. But what are the countries to look at, and which sectors deserve the most attention? Yuri Bender reports

Roosevelt Skerrit became the world's youngest head of state when he took up the position of prime minister of Dominica in 2004. He has since presided over a programme of reconstruction of storm-ravaged housing and infrastructure and revitalising the country's tourism industry. Moreover, his stewardship of the geothermal energy project has put Dominica on the road to clean energy self-sufficiency

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