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Asset Allocation

Brooks Ritchey, K2 Advisors

Fears over public markets add to alternatives’ appeal

Investors are looking to private equity, hedge funds and real estate to both protect themselves from any stockmarket sell-off and to generate returns, while providers are responding by finding new routes into the market

David Older, Carmignac

How to position portfolios in an age of disruption

The pace of technological disruption is likely to increase in the years ahead. There will clearly be winners and losers from this upheaval – how should investors respond?

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The changing role of ETFs in private client portfolios

PWM’s Perspectives debate brought together some of Europe’s leading wealth managers to discuss the use of ETFs in private client portfolios and how their phenomenal growth is shaping the wealth management landscape.

John Beck, Franklin Templeton

Look further afield to make fixed income pay

With all eyes on the direction of central banks’ monetary policies, investors continue to be frustrated by government bond yields, though there are attractive returns to be found in other areas of the market

Eric Syz, Banque SYZ & CO SA

Unquoted assets at forefront of renewed interest in alternatives

Wealthy clients are increasing allocations to private equity and real estate, although appetite for hedge funds remains well below its pre-crisis peak

Nicolas Campiche, Pictet Alternative Advisors

Higher interest rates to boost hedge funds but fees must be fixed

Allocations to private assets have swelled in recent years, but with the sector getting expensive, hedge funds are beginning to look more attractive

Katie Nixon, Northern Trust

Smarter products allow private banks to deploy ETFs strategically

Private bankers are attracted by the potential of smart beta strategies to outperform the market over time 

Fergus Slinger, iShares

Going gets tough for squeezed middle in European ETF battleground

The European ETF market is dominated by a handful of huge players and a long tail of smaller firms. Is it ripe for consolidation?

Mark Mobius, Franklin Templeton

Emerging markets back after lengthy spell on sidelines

Having endured a torrid few years, emerging markets are once again outperforming their developed peers and valuations remain attractive, so is now the time to invest?

Fintech on Friday: the twin threats of technological change

Disruptive technology is applying downward pressure on wages and could well impact even those on higher incomes. It is therefore doubly important that investment portfolios are positioned to benefit from this growing trend

THE GREAT DEBATE: CRYPTOCURRENCIES IN THE BALANCE

Anders Kvamme Jensen, founder of the AKJ global brokerage and digital asset specialist, goes head to head with Max Thowless-Reeves, chief investment officer of Sorbus Partners private office, discussing technology, tokens and tradable electronic currencies, in a debate refereed by PWM's Yuri Bender.

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