Emerging markets may have struggled of late but equities look to be good value and many companies have successfully implemented reforms which should make them more profitable going forward
Asset Allocation
Roundtable: Out with the old asset allocation models and in with the new
PWM hosted a discussion to debate the demise of modern portfolio theory and how asset management techniques are adapting to a new world
Modern portfolios cry out for a touch of spice
Events since 2007 suggest modern portfolio theory is no longer relevant, though some in the wealth management industry are slow to change, leading to losses for private clients
Investors worried US market could run out of steam
The US economy appears healthy but stocks are expensive compared to Europe and investors are concerned equities’ six-year bull run could come shuddering to a halt
Emerging market debt adds spice to portfolios
Many wealth managers believe emerging market debt can help in the search for yield
Evolution of ETFs creating both obstacles and opportunities
PWM invited eight leading figures from the fund management world to discuss the proliferation of exchange traded funds in private client portfolios
Equity market dispersion a favourable backdrop for long-short hedge funds
Protecting portfolios from downside risk is a key concern once again and hedge funds with long-short strategies could have a part to play
Emergence of divergence renews lure of hedge funds
As central banks begin to follow different paths and with volatility returning to equity markets, many see hedge funds as providing useful diversification in client portfolios
Plunging oil prices spark global economy
Cheap oil looks set to stay for the foreseeable future, providing a boost to consumers and oil-importing countries. But there will also be losers, so how should investors be positioning portfolios?
Pick ’n’ mix funds find favour in tough climate
The flexibility of multi-asset funds makes them attractive in a world where it is hard to find value, but in order to generate performance many are having to adopt increasingly complicated strategies
Global Private Banking Awards 2023
PWM Digital Edition (June - July 2023)
Wealth Tech Awards 2023
Join our community
|
|
|
|
|