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Anja Hochberg, Credit Suisse
From Asset Allocation / Portfolio Management April 27, 2015

European equities worth exploring

With Europe on the road to recovery and political disruptions seen as buying opportunities, is now the time for investors to increase allocations to eurozone equities?

Frédérique Carrier, RBC Wealth Management
From Asset Allocation / Portfolio Management April 24, 2015

Banks prompt asset review in light of UK general election

Investors should be mindful of how uncertainties around the upcoming UK general election could impact equity and currency markets

Ana Haurie, Dexion Capital and Agricultural Asset Management

Appetite grows for equities with an agricultural twist

Global macro trends make the agriculture theme an attractive bet for long-term investors, and many believe equities rather than commodities offer the best way to gain access

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Would it be a tragedy if Greece left the euro?

With Greece seeking to renegotiate the terms of its bailout, the country’s plight is back in the headlines, but would a default and euro exit really be as devastating as some claim?

© Alexandre Guirkinger
From Asset Allocation / Portfolio Management March 25, 2015

Roundtable: Out with the old asset allocation models and in with the new

PWM hosted a discussion to debate the demise of modern portfolio theory and how asset management techniques are adapting to a new world

PWM 0415 cover
From Asset Allocation / Portfolio Management March 23, 2015

Modern portfolios cry out for a touch of spice

Events since 2007 suggest modern portfolio theory is no longer relevant, though some in the wealth management industry are slow to change, leading to losses for private clients

Stephanie de Torquat, Lombard Odier
From Asset Allocation / Portfolio Management February 25, 2015

Plunging oil prices spark global economy

Cheap oil looks set to stay for the foreseeable future, providing a boost to consumers and oil-importing countries. But there will also be losers, so how should investors be positioning portfolios?

Asbjørn Trolle Hansen, Nordea
From Asset Allocation / Portfolio Management February 2, 2015

Pick ’n’ mix funds find favour in tough climate

The flexibility of multi-asset funds makes them attractive in a world where it is hard to find value, but in order to generate performance many are having to adopt increasingly complicated strategies

Leo Grohowski, BNY Mellon Wealth Management
From Asset Allocation / Portfolio Management January 28, 2015

Holding on to income in a world of low yields

Investors can no longer rely on high quality bonds for income, and wealth managers need to persuade their clients to take on more risk in fixed income, while also embracing equities, if they are to be successful in the hunt for yield

Amin Rajan
From Asset Allocation / Portfolio Management January 23, 2015

Modern portfolio theory: the death of common sense

Amundi’s CIO has written a thought-provoking book which argues that both wealth managers and their clients need a dose of reality when it comes to managing expectations of future returns

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Denise Voss, chairman of Luxembourg's funds association, ALFI, talks about opportunities, threats and innovations for the Grand Duchy, including Brexit, the boom in alternative assets and trends in sustainable investing.

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