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

Equity markets tread water as ECB prepares to move
Will European equity markets be able to maintain their recent highs if the ECB enacts widely anticipated measures to combat falling inflation and a strong euro?

Rebooting the risk curve
With interest rate rises on the horizon, bonds are unlikely to retain their traditional role of protecting capital in portfolios – meaning investors must take on greater risk both within fixed income and by raising allocations to other asset classes

Multi-asset funds promise private clients a smoother ride
Attracted by the lower volatility that multi-asset funds can bring for investors, both asset managers and private clients are increasingly using them as building blocks in their portfolios

Should investors hang onto their pots of gold?
Pictet’s Chloé Koos Dunand and Ani Markova of Smith & Williamson discuss what role gold should be playing in portfolios

Pictet seeks safety in developed markets
Despite attractive valuations, emerging market equities are best avoided, believes Pictet Wealth Management's Yves Bonzon, while the developed world can offer a better return on capital

Inflation situation spooks European bond markets
Fears of a breakup in the eurozone have reduced since the ECB indicated it would do all it could to save the currency, and investors’ attention is now focused on low levels of inflation across the region

Preparing portfolios for the next wave of disruption
Disruptive technologies can revolutionise the way entire industries operate, but are investors better off trying to pick out the new kids on the block or avoid those on the way down?

Does economic growth equal equity returns?
Emerging markets look set to enjoy higher levels of GDP growth than the developed world, but will this benefit shareholders?

Global tailwinds provide lift to investments
Identifying global trends such as the growing population or the rise of the tech sector can help in long-term portfolio management, but implementation still comes down to efficient stock selection
Global Private Banking Awards 2023
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