Portfolio Management
Seeking new investment frontiers
While emerging markets have displayed strong recoveries and record inflows since the financial crisis, frontier markets have not enjoyed such a rally yet. Today these smaller economies represent attractive buying opportunities, especially for the long-term, although they also carry plenty of risk. Elisa Trovato reports.
The trade-off between higher returns and greater liquidity
The growing number of funds of hedge funds on Ucits platforms is in response to calls for greater transparency, liquidity and regulation, but their performance may disappoint some investors, writes Elisa Trovato.
Putting the currency wars in perspective
The strength of currencies has become a source of tension between some of the world’s biggest economies, especially the US and China, writes Elliot Smither. But how worried should private investors be?
A more sophisticated approach to meet multiple objectives
The worse than expected performance of core satellite strategies over recent years has seen the model lose credibility with private clients. Wealth managers are now responding with a range of measures aimed at improving portfolio construction. Ceri Jones reports.
Location paramount to achieving returns
A region’s economic fundamentals are key when investing in property, a lesson learnt by those with exposure to the asset class who have suffered heavy losses in recent years, writes Elisa Trovato.
Flexible solutions in asset allocation
Multi-asset funds that combine risk diversification with a total return approach are finding their way into client portfolios, although private banks view them with some scepticism, writes Elisa Trovato.
Resurgent Turkey broadens horizons
The Turkish economy has shrugged off the effects of the downturn, with the banking sector leading the recovery. However both the government and Turkish companies are increasingly looking eastwards rather than towards Europe as they have in the past. Elliot Smither reports.
Agriculture provides food for thought
A rising global population, increased wealth in the developing world and the growing biofuels industry all demand increased agricultural output, which a number of new funds are looking to target, writes Elliot Smither.
Rebalancing for the new world order
Wealth managers need to fundamentally re-evaluate the way they assess risk as traditional methods of diversification are unlikely to offer much protection in a world significantly altered by the financial crisis, writes Elisa Trovato
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