ETFs may be ideally suited to retail investors’ needs, but many financial advisers don’t fully understand them
Asset Allocation
Is there any point in holding fixed income funds any more?
Most investors need income, which is why bonds still have an important role to play in portfolios despite low interest rates. But fund selectors must pay attention to liquidity
Family offices develop a taste for private equity
Family offices’ long-term investment horizons make them ideally suited to private equity investing, but many lack the internal expertise to succeed in the asset class, creating an opportunity for third-party investment boutiques
Clients warming to Sarasin’s two-pronged thematic process
Sarasin & Partners, pioneers of the long-term thematic approach to investing, see plenty of opportunity in US equities, while also highlighting European and Japanese exporters
Large-cap ETFs booming with European equities back in fashion
The European large-cap equity exchange traded funds sector has benefitted from the return to favour of European equities, while iShares continues to dominate the European ETF market
Confidence high yield bonds can stay afloat in market turmoil
The potential of higher interest rates and a slowdown in the global economy should be bad news for high yield bonds, but default rates remain low and many believe the sector is well placed to ride out market volatility
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
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.
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
Money market funds thrive despite regulatory storm
Events in Greece and China and the resulting stockmarket volatility have led to an upsurge in the popularity of money market funds, but this could prove short-lived with new regulations poised to take effect
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