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Asset Allocation

Frederik Ducrozet, Pictet

China’s appeal as an investment destination dims but does not disappear

The world’s second biggest economy may have a questionable human rights record, slowing growth and a problematic relationship with the US, but it remains too important for investors to ignore

Hubert Keller, Lombard Odier

Lombard Odier bets on sustainability and alternatives to navigate economic transformation

Hubert Keller, transitioning to the role of senior managing partner at Lombard Odier, is determined to boost exposure to private markets and hedge funds, while adding a sustainable flavour to the product suite

Tamer Ozmen, Mintus

How fine art can bring a dash of colour to investors’ portfolios

Fine art has been recognised as a store of monetary and cultural value for centuries and fractionalisation means it no longer need be the preserve of the ultra-rich

Colm Walsh, ICG Enterprise Trust

Private View Blog: Investors must look beyond public markets to achieve true diversification

Access to private markets is being increasingly democratised for individuals and family offices, but many are not yet taking advantage

Mark Steinberg, First Sentier Investors

First Sentier Investors takes its new name into new markets

The Australian asset management group, now under the ownership of Mitsubishi, is pushing its core specialities of global property and global listed infrastructure to an international audience

China lockdown

Private View Blog: Short-term disruptions mask equities' longer-term strengths

Equity markets may be facing several short-term challenges, but the longer term picture is brighter, argues Anik Sen from PineBridge Investments

Pimpl Markus

Wary investors seek private assets as new source of ESG returns

Yuri Bender talks to Markus Pimpl, managing director of private wealth, Europe & Asia, at Partners Group, about the attractions and challenges of this in vogue asset class

Vincent Nobel, Federated Hermes

Real estate feels impact of interest rates and inflation

Listed real estate funds have been hammered by rising rates although property is attracting attention as a hedge against inflation

Francois Savary, Prime Partners

Can alternatives protect portfolios from twin threats of recession and inflation?

Portfolios held by the world's wealthiest families are increasing investments into real assets, meaning private banks must develop the necessary expertise to meet this growing demand

Chetan Sehgal, Templeton Emerging Markets Investment Trust

Pandemic proves emerging markets’ newfound resilience

Developing markets now have deeper capital markets as well as local investors, meaning they are much better placed to weather global crises

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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