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Asset Allocation

Guy Monson, Sarasin & Partner

Building durable portfolios key to Sarasin’s approach

Guy Monson, CIO of Sarasin & Partners, discusses with PWM which factors led the bank to become pioneers in thematic investing and evaluates how the concept has fared

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Thematic investing: the neverending story

The popularity of hedge funds and high yield investments will rise and fall, but the thematic approach appears to be a trend with staying power

Robert Jukes, Collins Stewart

New breed of multi-asset portfolios aim to address shortfalls

Dynamically managed multi-asset portfolios that are goal-oriented and risk-targeted could be well suited to today’s volatile markets

Threats from inflation lie in wait over the horizon

The likelihood of high levels of inflation in the short term seem remote, but portfolios must be positioned so that they are protected from its longer term risks

Booming ETF industry faces construction issues

European ETFs may continue to attract record inflows, but the synthetic vs physical debate is gathering pace, while some commentators are questioning the levels of risk these vehicles contain

Money market funds hit by perils of low rates and rising regulation

With low interest rates set to continue and the threat of further regulation just over the horizon, the future continues to look bleak for money market funds

Hongbin Qu, HSBC

The gradual rise of the renminbi

China’s currency may have a long way to go before it reaches “reserve” status, but other nations are under no illusions as to the renminbi’s potential

European equity funds provide rich pickings

The huge number of European equity funds on offer provides plenty of opportunities, but fund selectors need to be aware of managers’ preferences for their home nation

Climate Change Roundtable

PWM invited seven leading figures in private banking and asset management to discuss the role climate change and sustainable investing considerations are having within the industry. Topics covered included the key drivers for sustainable investing and the prevalence of thematic funds

Opportunities opening up in time of distress

Distressed prices are creating interesting opportunities in private credit, but clients need to be reminded that it takes a while for these investments to bear fruit

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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