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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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From Asset Allocation / Portfolio Management December 9, 2014

Family offices join forces to take on banks

As global banks struggle with damaged reputations, smaller investment firms sense an opportunity to win market share and the recent M&A activity could be a sign of things to come

Jean-Sylvain Perrig, UBP
From Asset Allocation / Portfolio Management December 1, 2014

Investors seek firm footing as market turbulence returns

Markets are likely to become more turbulent as quantitative easing draws to a close and wealth managers intend to offer client portfolios some protection

Angelia Chin, BNPP Investment Partners
From Asset Allocation / Portfolio Management October 1, 2014

Islamic finance edges towards the mainstream

Islamic finance is no longer just for Muslims and private investors are increasingly drawn to the diversification benefits and real assets these products target

Xavier Gandon, BNP Paribas
From Asset Allocation / Portfolio Management September 26, 2014

Money market funds hamstrung by regulations

Money market funds have been hit hard by new regulations in both the US and Europe, but investors continue to utilise them as a useful diversification tool and a way of taking risk off the table

Brian Jacobsen, Wells Fargo
From Asset Allocation / Portfolio Management September 25, 2014

The ups and downs of inflation

The eurozone is perilously close to slipping into deflation while there are fears that the Fed’s huge quantitative easing programme could lead to high inflation in the US. How worried should investors be?

Nannette Hechler Fayd'herbe, chief investment officer for international wealth management and global head of economics and research at Credit Suisse, discusses the global economic outlook, trade wars and central bank policy with Elliot Smither.

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