PWM invited leading figures in the wealth management industry to discuss the huge expansion in the use of ETFs, concerns over synthetic products and implications of this growth for active management
Asset Allocation
Investors urged to act in times of distress
Wealth managers now have enough faith in the global economy to recommend buying up distressed assets, but any moves into the asset class must be considered long-term
Private banks pressed to use ESG lens
By boosting its headcount, London-based RWC Partners has improved the firm’s ability to forge links with wealth managers
Flexibility a strength in times of uncertainty
With ongoing doubts about the future of the global economy the ability of multi-asset funds to move easily between classes is making these vehicles more popular
Stepping away from the edge
As politicians in the US scrambled to avert the dreaded fiscal cliff, asset managers responded by repositioning portfolios, anticipating 2013 will be a good year for equities
Manuela D’onofrio, UniCredit Private Banking
Bonds to play a different role in portfolios
High quality government bonds may promise safety, but offer extremely low yields. Yet there are still opportunities to be found elsewhere in the fixed income universe
Should clients plunge into high yield?
Willem Sels (left), UK Head of Investment Strategy at HSBC Private Bank, and Peter Branner, global CIO, SEB Asset Management, argue about the role high yield should play in client portfolios
Wealth managers plot course through economic minefield
The global economy is under threat from the US ‘fiscal cliff’, slowing growth in China and the ongoing eurozone crisis. So how should portfolios be positioned to weather such a risky environment?
Should investors favour European or US equities?
Robert Farago of Schroders Private Bank (left) and Oliver Gregson from Barclays debate whether investors should head for European or US equities
Worries over high gold prices start to bubble up
Wealthy investors have been attracted to commodities, and gold in particular, but with the future of the global economy uncertain, these holdings may not turn out to be the safe havens they were hoping for
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