PWM hosted a discussion to debate the demise of modern portfolio theory and how asset management techniques are adapting to a new world
Portfolio Management
Modern portfolios cry out for a touch of spice
Events since 2007 suggest modern portfolio theory is no longer relevant, though some in the wealth management industry are slow to change, leading to losses for private clients
Plunging oil prices spark global economy
Cheap oil looks set to stay for the foreseeable future, providing a boost to consumers and oil-importing countries. But there will also be losers, so how should investors be positioning portfolios?
Pick ’n’ mix funds find favour in tough climate
The flexibility of multi-asset funds makes them attractive in a world where it is hard to find value, but in order to generate performance many are having to adopt increasingly complicated strategies
Holding on to income in a world of low yields
Investors can no longer rely on high quality bonds for income, and wealth managers need to persuade their clients to take on more risk in fixed income, while also embracing equities, if they are to be successful in the hunt for yield
Modern portfolio theory: the death of common sense
Amundi’s CIO has written a thought-provoking book which argues that both wealth managers and their clients need a dose of reality when it comes to managing expectations of future returns
Family offices join forces to take on banks
As global banks struggle with damaged reputations, smaller investment firms sense an opportunity to win market share and the recent M&A activity could be a sign of things to come
Investors seek firm footing as market turbulence returns
Markets are likely to become more turbulent as quantitative easing draws to a close and wealth managers intend to offer client portfolios some protection
Islamic finance edges towards the mainstream
Islamic finance is no longer just for Muslims and private investors are increasingly drawn to the diversification benefits and real assets these products target
Money market funds hamstrung by regulations
Money market funds have been hit hard by new regulations in both the US and Europe, but investors continue to utilise them as a useful diversification tool and a way of taking risk off the table
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