Conventional investing, which failed in 2008 and its aftermath, has been replaced by the rise of passive vehicles and multi-asset strategies
Portfolio Management
From
Asset Allocation
/ Portfolio Management
January 11, 2017
Financial crisis turning point in investment approach
From
Asset Allocation
/ Portfolio Management
December 20, 2016
Is now is the time to be overweight emerging and frontier markets?
PWM's Yuri Bender speaks to John M. Malloy, RWC Emerging Markets Portfolio Manager, on the impact of Donald Trump and the outlook for developing economies
From
Asset Allocation
/ Portfolio Management
December 20, 2016
Hedge funds miss out on appetite for alternatives
Yield-starved investors are increasingly looking beyond traditional asset classes towards alternatives. Hedge funds are benefitting from this trend, but have some way to go to convince a sceptical audience of their worth
From
Asset Allocation
/ Portfolio Management
December 14, 2016
Trump win casts shadow over emerging markets’ prospects
President-elect Donald Trump’s protectionist policies have rattled investors in emerging markets, but fundamentals in many countries remain sound and the recent volatility could present a buying opportunity
From
Asset Allocation
/ Portfolio Management
November 10, 2016
US election fallout: where do the investment opportunities lie?
Many investment professionals are surprisingly upbeat on the impact the upcoming Trump presidency will have on markets, sensing buying opportunities amid the uncertainty
From
Asset Allocation
/ Portfolio Management
November 10, 2016
Financial world braces itself for period of uncertainty following Trump victory
Investors must be aware of heightened political risks following Donald Trump’s win in the US election, including keeping an eye on developments in Europe
From
Asset Allocation
/ Portfolio Management
August 30, 2016
Brazil turnaround will set Latin America on road to recovery
With a new government in place, Brazil looks set to leave its economic woes behind, which bodes well for the region as a whole
From
Asset Allocation
/ Portfolio Management
August 23, 2016
Learning to live with heightened political risk
Brexit, the US election and the rise of populism are just some of the geopolitical risks stalking global markets. How significant are these threats, and how should private portfolios be positioned in response?
From
Asset Allocation
/ Portfolio Management
August 23, 2016
US equities hit record highs as fears over recession fade
Fears of an imminent US recession have abated and recent economic data looks strong, but is the country really in as good a shape as its record-breaking equity markets would suggest?
From
Asset Allocation
/ Portfolio Management
June 30, 2016
Emerging markets see light at end of the tunnel
The prospects for emerging markets look better than they have done for some time while equity valuations remain attractive. Is now the time to invest?
Investors in emerging markets are beginning to see Ukraine as an interesting macro-economic story, says ICU Founding Partner Makar Paseniuk; while the firm’s Head of Venture and Tech Investments discusses start-up potential.
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