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Portfolio Management

Catherine Raw, BlackRock

Commodities suffer as investors flock to equities

Slowing growth in China has hit demand for commodities while funds have suffered outflows as investors reallocated to equities. But there are opportunities in the sector, for example in metals and timber

Katia Coudray Cornu, Banque Syz & Co

Absolute return products and the promise of a smoother ride for investors

Absolute return products promise to reduce a portfolio’s volatility, but with no clear definition about what makes up these vehicles, investors need to be certain just where they are putting their money

Christian Gattiker, Julius Baer

Private banks put brakes on inflation

With central banks prioritising growth over curbing inflation, investors are searching for safe havens in which to hide their assets from the threat of rising prices

Lionel Paquin, Lyxor

Investors urged to act in times of distress

Wealth managers now have enough faith in the global economy to recommend buying up distressed assets, but any moves into the asset class must be considered long-term

Peter Harrison, RWC Partners

Private banks pressed to use ESG lens

By boosting its headcount, London-based RWC Partners has improved the firm’s ability to forge links with wealth managers

Flexibility a strength in times of uncertainty

With ongoing doubts about the future of the global economy the ability of multi-asset funds to move easily between classes is making these vehicles more popular

Russ Koesterich, BlackRock

Wealth managers plot course through economic minefield

The global economy is under threat from the US ‘fiscal cliff’, slowing growth in China and the ongoing eurozone crisis. So how should portfolios be positioned to weather such a risky environment?

Worries over high gold prices start to bubble up

Wealthy investors have been attracted to commodities, and gold in particular, but with the future of the global economy uncertain, these holdings may not turn out to be the safe havens they were hoping for

Robert Aspin, Standard Chartered

Indian reforms re-ignite investors’ interest

The wave of reforms announced by the Indian government may be unpopular domestically but will open the country up to foreign investment

Harvesting the growing interest in agriculture

A rising global population and changing diets make agriculture attractive to investors, but the asset class is still in its infancy and standard private equity models may not be the best way in

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