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Portfolio Management

Henrik Lundin, Nordea Private Banking

Testing the limits of a liquid diet

Private bankers believe returns will be harder to come by this year and are encouraging clients to increase allocations to illiquid investments such as private equity and real estate in response. But do investors have the stomach for it?

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Green light ahead, mind the speed limit!

The coming year is expected to see a continuation of economic normalisation, which should favour risky assets, believes Eric Verleyen, CIO at SGPB Hambros

Jan Dehn, Ashmore

Multi-asset funds provide room for manoeuvre

The ability to move quickly between asset classes makes multi-asset funds very attractive in an uncertain economic environment, but investors should keep an eye on managers taking on too much equity risk

Michael O'Sullivan, Credit Suisse

Radical change for factors shaping emerging market growth

Fears over falling growth rates and the end of QE have made investors wary of emerging markets, but these economies should receive a boost as the developed world recovers

Mark Haefele, UBS Wealth Management

Currency volatility central to portfolio performance

The Fed’s potential tapering of quantitative easing is just one reason why it is vital portfolios are hedged against currency risk, while private investors can benefit from fluctuations

Leonardo Brenna, UBS Global Asset Management

Money market funds feel force of EU clampdown

Upheaval in the European money market fund sector seems inevitable with the very existence of these products threatened by new regulations, while US-based funds could be handed a big advantage

Manpreet Gill, Standard Chartered

Wealth managers remain upbeat despite Indian sell-offs

India is being hit harder than most by the flight of foreign capital from emerging markets, but the country must face up to its structural problems if it is to return to growth

Bernhard Martin, Credit Suisse

Real estate feels the impact of technology

The continued growth of the tech, media and telecoms sector in certain cities has created renewed demand for office space, while e-commerce is transforming the retail sector

Denise Pauli Pavarina, Banco Bradesco

Carnival spirit could turn Brazil’s fortunes around

The Brazilian stockmarket has endured a torrid time of late, but the economy has good long-term growth prospects

Stability amid Asian uncertainty

While worries over the global economy persist, meaning allocations to cash and fixed income continue, wealthy Asian investors are looking for yield in some selective local and international markets

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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