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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

Michael O'Sullivan, Credit Suisse
From Asset Allocation / Portfolio Management December 3, 2013

Radical change for factors shaping emerging market growth

Fears over falling growth rates and the end of QE have made investors wary of emerging markets, but these economies should receive a boost as the developed world recovers

Mark Haefele, UBS Wealth Management
From Asset Allocation / Portfolio Management December 2, 2013

Currency volatility central to portfolio performance

The Fed’s potential tapering of quantitative easing is just one reason why it is vital portfolios are hedged against currency risk, while private investors can benefit from fluctuations

Leonardo Brenna, UBS Global Asset Management
From Asset Allocation / Portfolio Management September 30, 2013

Money market funds feel force of EU clampdown

Upheaval in the European money market fund sector seems inevitable with the very existence of these products threatened by new regulations, while US-based funds could be handed a big advantage

Manpreet Gill, Standard Chartered
From Asset Allocation / Portfolio Management September 24, 2013

Wealth managers remain upbeat despite Indian sell-offs

India is being hit harder than most by the flight of foreign capital from emerging markets, but the country must face up to its structural problems if it is to return to growth

Bernhard Martin, Credit Suisse

Real estate feels the impact of technology

The continued growth of the tech, media and telecoms sector in certain cities has created renewed demand for office space, while e-commerce is transforming the retail sector

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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