Lars Kalbreier, Global head of investment funds & ETFs, Credit Suisse Private Banking, and Terry Smith, Chief Executive of Fundsmith, debate the role exchange traded funds should play in client portfolios
Asset Allocation
Emerging market strategies move to core status
Emerging markets are now firmly at the centre of investors’ portfolios, but opinion remains divided as how best to harness the rapid growth seen across the developing world
Investing in regional expertise
Domestic and international groups are boosting their operations across Asia, but both agree that local knowledge is imperative
Non-core properties offer best opportunities
As real estate becomes more global, investors must be careful how best to gain exposure, particularly when looking at non-core properties, which carry an element of risk but are attractively priced at present
Forward-thinking needed to capture China’s shifting focus
China’s rapidly expanding economy is constantly evolving, and investors must manage this transition from an export-led to a more diversified, consumer-driven market
Focus turns towards high yield debt
The all time highs enjoyed by corporate bonds over the past couple of years may be over, but the sector still offers attractive yield-based returns
Turning long-term trends into sustainable profits
The increasing demand for luxury brands and an ageing global population are two long-term trends that thematic funds are looking to target.
Debt burdens driving down valuations
Germany is leading northern Europe out of recession while the south continues to suffer from debt issues, but it is a company’s links to emerging markets that is catching investors’ attention.
Fragmentation of the global village
A number of potentially divisive cultural, economic and social issues are having an increasing impact on investment decisions.
Are structured products back on the table for private clients?
Having been hit hard by the fallout from the financial crisis, what role do structured products have in private client portfolios? PWM invited eight leading figures to debate the state of the market.
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