The long bull run has led to increasing client interest in alternatives, according to Adam Proctor, head of managed investments and advisory in Asia-Pacific for Citi Private Bank.
Category: Asset Class in Focus
Have investors become too relaxed?
The low volatility environment in global equity markets doesn’t necessarily mean investors have become complacent, argues Hui Tai, JP Morgan Asset Management’s managing director and Asia chief market strategist.
What to avoid when investing in Europe
Big brand names in Europe used to be reliable performers, but online businesses have been making them less attractive investments, according to Martin Todd, manager of the Hermes European Alpha Fund.
A hedge play on divergent economic recoveries
GSAM’s relative value strategy plays on movements between countries rather than typical market dynamics, according to Jonathan Xiong, head of the firm’s alternative fixed income strategies.
The myth of ESG outperformance
Part two of a look at the hype surrounding the ESG theme finds that there are sound reasons to be skeptical about claims that ESG investments outperform the general market.
BNPP WM: HNWI clients should allocate to alts
Valuations of traditional asset classes have become expensive, and diversifying with alternative assets can still be done relatively cheap, according to industry sources.
Sector ETFs have highest tracking errors
Specialised single-sector ETFs such as commodity, technology and financials have, on average, the highest tracking errors, FSA’s analysis shows.
UBS WM stays with risk, for now
A slow, synchronised global recovery is providing a supportive backdrop for risk assets and driving discretionary portfolio performance, said Stefan Lecher, managing director and head of IPS client portfolio management for APAC at UBS Wealth Management.
OMGI: Now is not the time to chase returns
High equity valuations are a reason for return-seeking investors to instead consider a risk-based approach to investing, according to Anthony Gillham, London-based co-investment director for Old Mutual Global Investors’ multi-asset unit.
The next steps for the world’s central banks
With signs of a further steady pick-up in global economic activity, we consider the next steps of the world’s central banks and what this means for fixed income investors over the coming months and years.
