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Portfolio Management

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

Western brands feed China’s love of luxury

The market for luxury goods is expanding, driven by the rising levels of affluence in emerging markets, especially China

Balancing risk and reward

Protecting clients from downside risk while taking advantage of investment opportunities will occupy wealth managers in 2012

Using volatility strategies to ride out the storm

A wide range of vehicles are available to investors looking to adopt volatility strategies, either as a source of return, or as a way of protecting portfolios

Using collateral to reduce damage

Since the Lehman collapse, institutional investors have realised the importance of collateral management techniques to mitigate counterparty risk

Charles Beazley, Nikko Asset Management

Nikko AM embraces re-emergence of Orientalists

With ambitions to become the world’s largest pan-Asian asset manager, Nikko has acquired several regional players in preparation for its IPO

Lyxor research reveals stark performance differentials

Investors are warming to alternative investments, but providing clients with ample performance data can help them decide which strategies to adopt, according to Lyxor

Structuring solutions to market volatility

Volatility is making traditional vanilla structured products too expensive, but there is rising demand for auto-callables which bring both upside and protection

The next generation of custom indices

Frank Copplestone, Managing Director at Morgan Stanley, looks at how the range of custom indices available from structured product providers has evolved over recent years to reflect the changing needs of investors

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.

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