Archive » 2012 » Issue 102 (July)
Fear dulls appeal of riches in the East
29 June, 2012
Private bankers sense plenty of opportunity in Indonesia, but face a hard time convincing wary clients to switch to equities from the perceived safety of bonds
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Kim Catechis, Martin Currie |
Emerging markets well placed to weather storm
29 June, 2012
Emerging markets remain better placed to succeed in today’s volatile global economy, though they would benefit from a return to growth in the West
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Financial crisis catalyst for change in asset allocation
29 June, 2012
Rather than dealing in asset classes, investors should be thinking in terms of categories of risk to protect their portfolios
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HNW population remains steady despite global tremors
29 June, 2012
High net worth individuals’ investable assets have fallen this year, while the costs associated with managing that money is on the rise
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The new face of banking
29 June, 2012
With the number of Facebook users potentially close to reaching its peak, perhaps now is the time for the company to branch out and revolutionise the banking sector
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What buying opportunies have been created by the eurozone crisis?
29 June, 2012
Didier Duret, Chief Investment Officer at ABN Amro Private Banking (left) and Alan Higgins, Chief investment officer at Coutts private bank, debate whether the turmoil in the eurozone should see investors heading for equities or buying bonds
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Sarah Arkle, Threadneedle |
Threadneedle searches for the right balance
29 June, 2012
Threadneedle Investment’s vice-chairman, Sarah Arkle, believes the current environment is throwing up plenty of opportunities for those active managers willing to take on moderate risk
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Jamie MacLeod, Berry Asset Management |
Ambitious Berry determined to become pick of the bunch
29 June, 2012
Jamie MacLeod, CEO of Berry Asset Management, made his name in the world of funds, but is now looking to conquer the wealth management space by growing the footprint of his boutique business
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Neeraj Sahai, Citi |
Justifying the price tag of renewed client focus
29 June, 2012
Restoring client trust has become a priority for wealth managers, yet its payoff may not be immediate
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Fending off the euro crisis
29 June, 2012
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Dirk Wiedmann, Rothschild |
Wealth managers are battling to protect clients from the ongoing instability in the eurozone, and are building exposure to currencies that are generally percieved as safer bets
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Safety first for clients wary of equity markets
29 June, 2012
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Manuela D’Onofrio, UniCredit |
With client confidence at rock bottom, many continue to seek security in government bonds, although corporates offer better yields and may prove a safer bet
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Credit openings emerge amid European muddle
29 June, 2012
The consequences of an unmanaged Greek exit from the euro would be so severe that central banks should continue to support the currency, creating attractive opportunities for credit strategies, according to fixed income specialists ECM
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Benjamin Conquet, BNP Paribas Asset Management |
BNP Paribas constructive over corporate bonds
29 June, 2012
Having deleveraged balanced sheets and refinanced themselves on favourable terms, corporates look to be in a healthy state. But slow growth in Europe means investors should favour those with a global reach However, it is important to address discrepancies within the corporate bond market across countries through a maturity schedule.
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Picking the winners in a diverse commodities sector
29 June, 2012
The increasingly diverse performances of different commodities is forcing fund managers to go overweight on those they feel will outperfom
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Wealth managers keep faith with Asian equities
29 June, 2012
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Chew Soon Gek, Credit Suisse |
Private bankers are confident developing markets will continue to outpace the West, and finding dividend paying stock is central to many strategies playing the Asian growth story
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Kristina Sandkleft, East Capital |
Concern over Chinese slowdown overstated
29 June, 2012
China’s economic growth may be slowing but this is, at least in part, due to deliberate government policy and should not scare off potential investors
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Adrian Hickey, Pictet Asset Management |
Private banks confident sun due to rise over Japan
29 June, 2012
Japan may have been hit by numerous problems, but some believe the country is due for something of a boom, led by the reconstruction following last year’s earthquake and tsunami
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Team and track record paramount in private equity
29 June, 2012
Private equity may have fallen out of favour in recent times, but investors with medium-term horizons can find attractive returns in the asset class, as long as they select managers with proven experience
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Fund selection - July/August 2012
29 June, 2012
Each month in PWM, 12 top European asset allocators reveal how they would spend €100,000 in a fund supermarket for a fairly conservative client with a balanced strategy
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