Emerging market bonds have always been volatile and the Fed’s comments about the end of QE saw large numbers of retail investors flee the asset class. But there is a sense the market overreacted and the sell off has created a buying opportunity
Asset Allocation
Hedge fund assets flow towards biggest players
Hedge fund assets appear to be consolidating around the biggest funds, but is this good for investors and what does the future hold for smaller players?

Hedge funds back on the menu for private clients
Private investors are once again turning to hedge funds to access the bond and equity markets, although regulated vehicles are now top of their wishlists

Individuals seek access to the private equity club
Frustrated by lacklustre and volatile returns in more traditional asset classes, wealthy investors are eyeing private equity. But the barriers to entry remain high

What does the future hold for fixed income?
As Fed chairman Bernanke set out the case for phasing out all quantitative easing by the middle of next year, what does this mean for the fixed income markets and the role of bonds in private investors’ portfolios?

Real estate feels the impact of technology
The continued growth of the tech, media and telecoms sector in certain cities has created renewed demand for office space, while e-commerce is transforming the retail sector
Banking stocks back on the menu
High net worth individuals appear to have finally overcome their fear of banking stocks, but allocations to the financial sector are very selective with US groups much more appealing than their European counterparts

Is Abenomics the right medicine for Japan’s ills?
Recent falls in Japanese equities have shaken some private bankers’ faith in the ability of Prime Minister Shinzo Abe to fix the structural problems that plague his country

Time to view bonds in a portfolio context
Fixed income can still play a vital role in client portfolios when combined with other asset classes, but to get the most out of bonds any exposure must be managed in an active manner

Carnival spirit could turn Brazil’s fortunes around
The Brazilian stockmarket has endured a torrid time of late, but the economy has good long-term growth prospects
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