Home / Asset Allocation
Having deleveraged balanced sheets and refinanced themselves on favourable terms, corporates look to be in a healthy state. But slow growth in Europe means investors should favour those with a global reach
However, it is important to address discrepancies within the corporate bond market across countries through a maturity schedule.
Private equity may have fallen out of favour in recent times, but investors with medium-term horizons can find attractive returns in the asset class, as long as they select managers with proven experience
With the 2008 crisis fresh in their minds, high net worth individuals remain wary of hedge funds, but institutional investors are taking their place and the industry continues to see fresh launches
Recent crises have generated renewed interest for asset allocation funds, with active management strategies designed to dampen shocks when the market falls. However, faced with an offer that is now very large and diverse, selecting the right investment medium can prove complicated
The safe but unspectacular yields from higher grade corporate bonds continue to attract those looking for defensive investments, but the more adventurous are turning to the generous returns offered by lower grade issuers
As global resources become scarcer, companies developing more efficient solutions look like attractive investments
Investment strategies following themes such as the rise of emerging markets or the development of sustainable energy may be gaining traction, but critics claim they are little more than a marketing ploy
Alternative investments such as private equity and hedge funds are making their way back into balanced portfolios, but due diligence and manager selection are more important than ever
Many funds with high allocations to bonds may not be as balanced as their name suggests, and investors need to be aware of the risks
Wealthy individuals tend to make confident property investors, but they still value solid advice which can help them maximise returns
|
|
|
|
|
The Banker is the world's premier banking and finance resource. It is also the key source of data and analysis for the industry with its unique database of more than 4000 banks maps their financial strength and soundness. www.thebanker.com
How do you preserve your wealth, pass it on to your children or give it away, do you choose advisers, or handle the impact your wealth has on you, your family and your associates? FT Wealth helps find the answers to these and other questions affecting the wealthy.
