Knowing the difference between inflation-beating and inflation-hedging strategies is key when making long-term asset allocations
Asset Allocation
Private credit 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
Investors convinced Africa is a continent worth exploring
Investors intend to increase allocations to Africa, buoyed by macroeconomic changes and the region’s potential for growth. But investment also carries huge risks
European equities and economy following different paths
Worries over the eurozone remain, but European equities are attractively priced, while many of the continent’s large cap companies are well-positioned to make major inroads into emerging Asia
Volatility anomaly suggests slow and steady wins the race
Low risk equities tend to outperform their racier counterparts over the long-term and provide portfolios with much less volatility, thanks to human behaviour
Private equity: the appeal of the real
Investors looking for returns are considering increasing private equity allocations, but need to be reminded that patience is a virtue in this field
Wealth institutions to increase allocations to equities and Asia
The world’s wealth institutions are planning to increase their allocations to equities, with Asian and Latin American markets looking especially attractive
Western brands feed China’s love of luxury
The market for luxury goods is expanding, driven by the rising levels of affluence in emerging markets, especially China
Balancing risk and reward
Protecting clients from downside risk while taking advantage of investment opportunities will occupy wealth managers in 2012
Using volatility strategies to ride out the storm
A wide range of vehicles are available to investors looking to adopt volatility strategies, either as a source of return, or as a way of protecting portfolios
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