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Private View Blog: Coronavirus - why investors should hold their nerve

Markets may have fallen from record highs as the coronavirus spreads worldwide, but private banks are urging clients to see the epidemic as a transitory, 'tail' event

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Liontrust hunts for returns caused by market anomalies

By taking an active approach to fixed income, investors can cash in on alpha opportunities thrown up by central bank actions

Antoine Lesné, SPDR

Putting bonds to work in private portfolios

PWM travelled to Frankfurt to meet leading figures in the German asset management and private banking space and discuss the outlook for fixed income

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Global Asset Tracker: High conviction themes move to core of client portfolios

Clients are responsive to the transformational effects global mega trends are likely to have, as well as their ability to boost returns and smooth volatility

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Global Asset Tracker: Global stability prompts push into riskier assets

Respondents to PWM’s fifth annual asset allocation survey recommend clients overweight equities and alternatives at the expense of bonds, but warn of increased volatility and the need for a long-term view

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Global Asset Tracker: Low yield world sparks new roles for debt and alternatives

Concerns about whether bonds still provide protection against falling equities has prompted banks to look elsewhere for diversification

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Should private banks have a licence to kill off bonds?

Fixed income has traditionally played an anchor role in both private and institutional portfolios, providing both yield and a counterbalance to equities. But right now traditional bonds are fulfilling neither of those roles, so it is time to replace them?

David Zahn, Franklin Templeton

Politics and climate shape Franklin Templeton view

Unlike their counterparts in equities, bond managers can make money in both good times and bad, believes David Zahn, Franklin Templeton’s fixed income chief in Europe, but they need to be able to read people to really excel

Sanjay Joshi, L&C

London & Capital shifts bond holdings to prepare for growth

Sanjay Joshi, London & Capital’s fixed income boss, is cautiously optimistic about the state of the global economy, but warns stability brings its own challenges

Adam Smears, Russel Investments

Investors tempted by more exotic fixed income flavours

Those looking for yield from traditional fixed income will be disappointed, so many investors are delving deep into less well trodden parts of the bond markets 

THE GREAT DEBATE: CRYPTOCURRENCIES IN THE BALANCE

Anders Kvamme Jensen, founder of the AKJ global brokerage and digital asset specialist, goes head to head with Max Thowless-Reeves, chief investment officer of Sorbus Partners private office, discussing technology, tokens and tradable electronic currencies, in a debate refereed by PWM's Yuri Bender.

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