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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

Denise Pauli Pavarina, Banco Bradesco

Carnival spirit could turn Brazil’s fortunes around

The Brazilian stockmarket has endured a torrid time of late, but the economy has good long-term growth prospects

Stability amid Asian uncertainty

While worries over the global economy persist, meaning allocations to cash and fixed income continue, wealthy Asian investors are looking for yield in some selective local and international markets

Catherine Raw, BlackRock

Commodities suffer as investors flock to equities

Slowing growth in China has hit demand for commodities while funds have suffered outflows as investors reallocated to equities. But there are opportunities in the sector, for example in metals and timber

Katia Coudray Cornu, Banque Syz & Co

Absolute return products and the promise of a smoother ride for investors

Absolute return products promise to reduce a portfolio’s volatility, but with no clear definition about what makes up these vehicles, investors need to be certain just where they are putting their money

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