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Portfolio Management

Cesar Perez, JP Morgan Private Bank

Hedge funds pressed into new role

The perception of hedge funds, once seen as the exciting but risky rock stars of investment management, is changing, with these vehicles now perceived as offering a more dependable route to increasing portfolio returns

Nicolas Campiche, Pictet

Rebooting the risk curve

With interest rate rises on the horizon, bonds are unlikely to retain their traditional role of protecting capital in portfolios – meaning investors must take on greater risk both within fixed income and by raising allocations to other asset classes

Tony Stenning, BlackRock

Multi-asset funds promise private clients a smoother ride

Attracted by the lower volatility that multi-asset funds can bring for investors, both asset managers and private clients are increasingly using them as building blocks in their portfolios

Chloé Koos Dunand, Pictet

Should investors hang onto their pots of gold?

Pictet’s Chloé Koos Dunand and Ani Markova of Smith & Williamson discuss what role gold should be playing in portfolios

Bolko Hohaus, Lombard Odier

Preparing portfolios for the next wave of disruption

Disruptive technologies can revolutionise the way entire industries operate, but are investors better off trying to pick out the new kids on the block or avoid those on the way down?

Steven Wieting, Citi Private Bank
From Asset Allocation / Portfolio Management March 25, 2014

Emerging markets down but not out

Political upheavals and the tapering of QE have hit emerging markets hard, but some investors are highlighting the attractive valuations and long-term opportunities available in these economies

Gautam Chadda, RBC Wealth Management

The hunt for income based solutions in a land of low yields

Investors are desperate for yield to fulfil their needs but in order to do so they must be convinced to take on more risk, which can cause headaches for their advisers

Henrik Lundin, Nordea Private Banking
From Asset Allocation / Portfolio Management February 27, 2014

Testing the limits of a liquid diet

Private bankers believe returns will be harder to come by this year and are encouraging clients to increase allocations to illiquid investments such as private equity and real estate in response. But do investors have the stomach for it?

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From Asset Allocation / Portfolio Management February 4, 2014

Green light ahead, mind the speed limit!

The coming year is expected to see a continuation of economic normalisation, which should favour risky assets, believes Eric Verleyen, CIO at SGPB Hambros

Jan Dehn, Ashmore
From Asset Allocation / Portfolio Management January 29, 2014

Multi-asset funds provide room for manoeuvre

The ability to move quickly between asset classes makes multi-asset funds very attractive in an uncertain economic environment, but investors should keep an eye on managers taking on too much equity risk

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