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Asset Allocation

Max Anderl, UBS

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?

Nicolas Campiche, Pictet

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

Tony Stenning, BlackRock

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

Chloé Koos Dunand, Pictet

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

Yves Bonzon, Pictet & Cie

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

Rüdiger Kerth, Union Investment

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

Bolko Hohaus, Lombard Odier

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?

Jan Dehn, Ashmore

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?

Sam Jeffries, Sarasin & Partners

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

Derrick Irwin, Wells Fargo

Political pressures put investors off emerging market equities

Recent sell-offs in emerging market equities have been dramatic, but most fund managers believe the asset class remains a compelling long-term investment

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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