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?
Portfolio 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
From
Asset Allocation
/ Portfolio Management
April 2, 2015
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
From
Asset Allocation
/ Portfolio Management
April 2, 2015
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?
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
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
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?
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
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
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
Latest PWM video
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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