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Asset Allocation

Team and track record paramount in private equity

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

Ken Heinz, Hedge Fund Review

Institutions step in as high net worth individuals shun black-box strategies

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

Identifying winners in the multi-asset funds universe

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

Lower-rated credit attracts yield-hungry investors to corporate bonds

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

A more efficient way into the environmental sector

As global resources become scarcer, companies developing more efficient solutions look like attractive investments

Thematic thinking enters mainstream

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

Bolder portfolios ready to re-embrace alternatives

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

High allocations to bonds risk upsetting the balance

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

Real estate a comfortable fit

Wealthy individuals tend to make confident property investors, but they still value solid advice which can help them maximise returns

Solid yields compensate for real estate wobbles

Capital values in commercial property have fallen, but yields remain high and prime locations continue to attract investors

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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