Professional Wealth Managementt

Home / Fund Selection / Robert Burdett

By PWM Editor

“March was a strange month, with good returns from US small caps and Japanese large caps, and poor returns from US large caps and Japanese small caps. Currency played its part, and overall things were quite tricky for investors looking for direction. However, the month ended well for equities, although bonds fared poorly, with funds like Credit Suisse Target Return performing best due to its total return aspect. No changes to the fund selections or asset allocations this month.”

 

Already registered? Sign in here to access content now.

 

To read PWM content for free, register now by completing a short form.

 

Registered users benefit from:

  • Full access to all articles, videos and podcasts
  • E-newsletters featuring the latest content
  • Coverage of the latest opportunities, challenges, game-changing regulations and competing markets
  • Bespoke PWM research: sub-advisory, asset allocation, Global Private Banking Awards, Wealth Tech Awards