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Asset Allocation

Colm D'Rosario, Pioneer Investments

High yield stands out in troubled times for bonds

Despite volatility over the summer, high yield bond funds continue to attract investors searching for yield in what is a difficult environment for fixed income in general

Patrick Chang, BNP Paribas Investment Partners

Southeast Asia full of promise if investors do their homework

Investors considering Southeast Asia must delve into the backgrounds of the families who own much of the region’s businesses, while smaller firms are often the best bet

George King, RBC Wealth Management

Sustainable investments move into mainstream

Social and environmental concerns are driving investors towards sustainable funds, but research suggests they deliver impressive returns too

Thomas Meyer zu Drewer, ComStage ETFs

ETFs gain ground as markets start moving

The strengthening of the global economy is giving European equities a welcome boost, while the flexibility of ETFs makes these the ideal products for many investors looking to gain exposure to the region

Aditya Monappa, Standard Chartered Bank

Gold still has role to play despite losing its lustre

Allocations to gold have fallen this year in line with its price and although the precious metal continues to hold strategic benefits for portfolios, investors should also consider other commodities

Leonardo Brenna, UBS Global Asset Management

Money market funds feel force of EU clampdown

Upheaval in the European money market fund sector seems inevitable with the very existence of these products threatened by new regulations, while US-based funds could be handed a big advantage

Robert Ruttmann, Bank Julius Baer

Investors eager to access African equities

Africa’s growth story is beginning to grab investors’ attention, but the continent’s stockmarkets are hard to penetrate meaning private equity may be the best route in

Absolute return a potential solution in challenging times

Absolute return fixed income funds tend to be unconstrained by benchmarks and therefore offer managers the flexibility to outperform, but investors need to be aware of the different strategies

Henderson still bullish on Japanese equity

With the performance of stockmarkets around the world varying hugely so far this year, asset allocation calls are crucial

Manpreet Gill, Standard Chartered

Wealth managers remain upbeat despite Indian sell-offs

India is being hit harder than most by the flight of foreign capital from emerging markets, but the country must face up to its structural problems if it is to return to growth

Governance — Effective Philanthropic Strategies Ch 4/4

Jersey cannot rest on its laurels and must continue to innovate as a financial centre in order to succeed as a hub serving family offices.

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