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
Portfolio Management

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

The ups and downs of inflation
The eurozone is perilously close to slipping into deflation while there are fears that the Fed’s huge quantitative easing programme could lead to high inflation in the US. How worried should investors be?
Market relief as Scotland votes No to independence
Stockmarkets had bet on Scottish voters rejecting independence so any rally is likely to be muted

Demand for social impact bonds on the up
As investors warm to social impact bonds, private banks have a number of new vehicles in the pipeline
FT Wealth Management Summit: Key ideas and speakers
Join PWM and the FT for the highlights of our summit about delivering the three Ds: digitalisation, diversity and democratisation of investments in wealth management
Global Private Banking Awards 2022
PWM Digital Edition (December 2022 - January 2023)
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