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Asset Allocation

Jan Dehn, Ashmore

Can election fever prove harmful to investors?

A number of the biggest developing economies have scheduled elections this year but just how big an impact do these polls have on markets?

Didier Duret, ABN Amro Private Bank

Building property into private client portfolios

Many private banks are increasing client allocations to real estate, and some of the best bargains can be found in Europe

Amin Rajan, Create

Russia's fading appeal as an investment destination

Investors consider Russia to be a "one trick pony" dependent on its natural resources

Simon Jennings, HSBC

Clear paths emerge for private investors venturing into private equity

Private equity can offer substantial, and stable, returns to those individuals who can stomach the illiquidity, and there are more ways in than ever before

Alan Mudie, Société Générale Private Banking

Equities draw interest despite valuation concerns

With global equity markets at record highs, investors are having to hunt far and wide to find value, but wealth managers believe the asset class remains attractive

Cesar Perez, JP Morgan Private Bank

Hedge funds pressed into new role

The perception of hedge funds, once seen as the exciting but risky rock stars of investment management, is changing, with these vehicles now perceived as offering a more dependable route to increasing portfolio returns

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Opportunities in European equities

Thierry Rojat, from the European equities division at BNP Paribas Investment Partners, talks to Yuri Bender about investment opportunities, examines the impact of the ECB’s monetary policy on markets and evaluates geopolitical risks of which investors should be aware

Jan Willem Vis, BNP Paribas Investment Partners

Real estate rebounds as recovery takes hold

Real estate has been attracting those hungry for returns, but with the economic recovery beginning to look more secure, investors are considering moving from prime to secondary properties

Markus Pimpl, Partners Group

Low yields drive hunger for infrastructure

The global demand for infrastructure is huge but there is a perceived scarcity of vehicles suitable for private investors, while capital tends to be locked up for long periods

Sebastien Gyger, Lombard Odier

Has the ETF universe really got any ‘smarter’?

So-called ‘smart beta’ ETFs, which attempt to outperform benchmarks, are increasing in popularity, but some critics are labelling them as a marketing gimmick

The Startup Show: 3AI

Artificial intelligence is about to transform an asset and wealth management industry not previously known for its dynamism, 3AI CEO Jacob Ayres-Thomson tells PWM's Yuri Bender

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