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Asset Allocation

Kenneth Heinz, Hedge Fund Research

Wealth managers warming to sustainable energy funds

Investments into renewable energy are on the rise, and funds tracking the sector are seing inflows, but the theme is better suited to those investors with a long-term horizon

Why alternatives might hold the key to income

The wide range of categories covered by alternative investments, many of them with low correlations to equity and bond markets, could offer stable income streams to investors, but fundamental research is essential before picking funds

Eurozone crisis taking its toll on ETF inflows

Volatile markets have seen falling flows into equity-linked ETFs, but fixed income investments are on the rise, while products tracking precious metals are also booming

Alex Claringbull, iShares

iShares predicts higher demand for fixed income ETFs

Exchange traded funds offering targeted exposure to eurozone governments’ bonds are proving popular, while products based on emerging markets could become the next big thing

Kim Catechis, Martin Currie

Emerging markets well placed to weather storm

Emerging markets remain better placed to succeed in today’s volatile global economy, though they would benefit from a return to growth in the West

Fending off the euro crisis

Wealth managers are battling to protect clients from the ongoing instability in the eurozone, and are building exposure to currencies that are generally percieved as safer bets

Picking the winners in a diverse commodities sector

The increasingly diverse performances of different commodities is forcing fund managers to go overweight on those they feel will outperfom

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Financial crisis catalyst for change in asset allocation

Rather than dealing in asset classes, investors should be thinking in terms of categories of risk to protect their portfolios

Credit openings emerge amid European muddle

The consequences of an unmanaged Greek exit from the euro would be so severe that central banks should continue to support the currency, creating attractive opportunities for credit strategies, according to fixed income specialists ECM

Safety first for clients wary of equity markets

With client confidence at rock bottom, many continue to seek security in government bonds, although corporates offer better yields and may prove a safer bet

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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