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Christian Gattiker, Julius Baer

Private banks put brakes on inflation

With central banks prioritising growth over curbing inflation, investors are searching for safe havens in which to hide their assets from the threat of rising prices

Lionel Paquin, Lyxor
From Asset Allocation / Portfolio Management January 31, 2013

Investors urged to act in times of distress

Wealth managers now have enough faith in the global economy to recommend buying up distressed assets, but any moves into the asset class must be considered long-term

Peter Harrison, RWC Partners
From Asset Allocation / Portfolio Management January 31, 2013

Private banks pressed to use ESG lens

By boosting its headcount, London-based RWC Partners has improved the firm’s ability to forge links with wealth managers

From Asset Allocation / Portfolio Management January 31, 2013

Flexibility a strength in times of uncertainty

With ongoing doubts about the future of the global economy the ability of multi-asset funds to move easily between classes is making these vehicles more popular

Russ Koesterich, BlackRock
From Asset Allocation / Portfolio Management December 4, 2012

Wealth managers plot course through economic minefield

The global economy is under threat from the US ‘fiscal cliff’, slowing growth in China and the ongoing eurozone crisis. So how should portfolios be positioned to weather such a risky environment?

From Asset Allocation / Portfolio Management December 3, 2012

Worries over high gold prices start to bubble up

Wealthy investors have been attracted to commodities, and gold in particular, but with the future of the global economy uncertain, these holdings may not turn out to be the safe havens they were hoping for

Robert Aspin, Standard Chartered
From Asset Allocation / Portfolio Management October 26, 2012

Indian reforms re-ignite investors’ interest

The wave of reforms announced by the Indian government may be unpopular domestically but will open the country up to foreign investment

From Asset Allocation / Portfolio Management October 26, 2012

Harvesting the growing interest in agriculture

A rising global population and changing diets make agriculture attractive to investors, but the asset class is still in its infancy and standard private equity models may not be the best way in

From Asset Allocation / Portfolio Management September 26, 2012

Troubled waters require steady hand on the tiller

High net worth individuals dealing with liquidity events are faced with more obstacles than ever, making the wealth manager’s role even more integral

Mark Mobius, Franklin Templeton
From Asset Allocation / Portfolio Management September 26, 2012

Burgeoning growth draws investors to the frontier

The growth potential of frontier markets is huge, and a number of funds provide investors with a way in, but these opportunities come with considerable risk

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With selectivity becoming more important, smart ETFs capturing factor exposures through systematic, rules-based approaches can add value in private client portfolios, although the complexity of these instruments.

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