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High conviction strategies find alpha in ultra-efficient markets

In the hands of concentrated managers, portfolios can outperform benchmark indices even in the highly efficient US equity market

Didier Duret, ABN Amro Private Bank
From Regions / Asia / China

Volatile times lie in wait for global economy

Wealth managers do not have to be talented futurologists to know that the rebalancing of the global economy means higher volatility. 

Michelle Bates, UBS Wealth Management

Structured products a way to smooth market jitters

The structured products market is smaller and very different to how it looked in its pre-crisis days but these vehicles still have a role to play in client portfolios

John Hourican, Bank of Cyprus

Resurgent Cyprus takes mismanagement bull by horns

Cyprus is on the road to recovery with both its banks and economy having been restructured, but the island has a long way to go to regain its former glory as a financial services centre

PWM 1015 cover
From Regions / Asia / China

Hatching an investment plan to thrive in the new world order

Sources of growth in the global economy are shifting with growth in developed markets accelerating, while emerging markets, and China in particular, have slowed. With lower oil prices and predicted interest rate rises to consider as well, how should investors tackle asset allocation? 

From Regions / Asia

UBS reaps rewards of Asia-first strategy

Many of the world’s largest wealth managers have tried to conquer Asia but few have been as successful as UBS, with adviser recruitment and digital innovation central to its success

Nick Wilson, Qatar Investment Fund

Does Africa or the Gulf burn brightest?

Nick Wilson of the Qatar Investment Fund and IOTA’s Jean-Charles Charki debate whether Africa or the Gulf states offer greater opportunities to investors

Swiss and US names dominate private banking brand rankings

UBS’s brand value has surged by almost a third over the past 12 months, giving it a clear lead over its rivals

From Regions / Asia / China

Alpha abounds in China despite significant headwinds

China continues to open up to foreign investors and although stockpickers have faced a tough time outperforming benchmarks of late, the right managers can add alpha  

Eduardo Gutierrez, Development Partners International

Private equity can help bring good governance to Africa

African business owners with expansion plans are increasingly realising they need to professionalise the way they operate, in order to draw capital and increase the firm’s value

INVESTING IN SUSTAINABLE REAL ESTATE - SOCIAL AND ENVIRONMENTAL INVESTMENT CH 4/4

Crispin Royle-Davies, managing director and senior research analyst for public real assets at Nuveen, speaks to PWM about the key role of real estate assets in private portfolios.

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