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From Due Diligence November 28, 2013

Knowledge key for investors seeking an edge with alternative Ucits

The popularity of alternative Ucits funds is on the rise, but investors need to be aware of the pitfalls as well as the potential of these vehicles

From Due Diligence October 22, 2013

Japanese company models more important than Abe’s success

Abenomics may be looking to modernise Japanese society and economy, but a number of its more innovative companies have been implementing changes for some time

From Due Diligence September 25, 2013

Absolute return a potential solution in challenging times

Absolute return fixed income funds tend to be unconstrained by benchmarks and therefore offer managers the flexibility to outperform, but investors need to be aware of the different strategies

From Due Diligence August 28, 2013

Active management ever more important in high yield

Allocating to high yield still makes sense but investors must ensure that the philosophy and track records of their managers match their own requirements

From Due Diligence July 3, 2013

The challenges of frontier markets

Frontier markets present numerous opportunities but the number of specialists dedicated to the asset class is limited, as are the strategies available to investors

From Due Diligence May 30, 2013

Bigger not always better for fund managers

Successful fund managers invariably attract inflows into their products, but an expanding asset base can throw up a whole rage of problems for these individuals

From Due Diligence May 2, 2013

Guiding investors through the global bond markets

The size and diversity of global fixed income markets can be confusing for investors, but when looking for managers they should seek those who combine top-down and bottom-up approaches in their funds

From Due Diligence April 8, 2013

Will emerging market corporate bonds prove to be a permanent fixture?

Both top-down and bottom-up analysis are key when considering allocations to emerging market corporate bonds, while investors should tread carefully when it comes to high yield

From Due Diligence February 28, 2013

Building partnerships between fund houses and distributors

Private banks following the guided architecture approach face a number of challenges when selecting fund groups, but both sides must be fully transparent and work together if the relationship is to prosper

From Due Diligence January 31, 2013

Making the most of increased transparency

With more and more information about managers readily available, the job of a fund selector is actually becoming more difficult, particularly in competitive sectors such as UK equity income

Our panel of wealth management consultants – Mercer’s Cara Williams, Malik Sarwar of the Global Leader Group and Simeon Fowler from the Fowler Fox & Co - discuss industry trends with PWM’s Yuri Bender during the online ceremony for the Global Private Banking Awards 2021.

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