PAM Insight Roundtable Discussion: Innovative approaches to thematic investing: navigating the way ahead 23/10/2014 On Wednesday 22 October PAM Insight (publishers of thewealthnet) co-hosted a roundtable discussion with MSCI entitled Innovative approaches to thematic investing: navigating the way ahead. Participants were Mouhammed Choukeir, chief investment officer at Kleinwort Benson; Didier Duret, chief investment officer of ABN Amro Private Banking; Stephen Jones, chief investment officer of Holbein Partners; Guy Monson, managing partner and chief investment officer of Sarasin & Partners; James Sellon, managing partner of Maseco Private Wealth; Eric Verleyen, chief investment officer of SGPB Hambros; as well as Altaf Kassam, head of equity applied research at MSCI; Baer Petit, managing director and global head of index at MSCI; and Roger Urwin, advisory director at MSCI.
Hollow architecture 20/10/2014 Clarion calls for asset wealth managers to embrace Open Architecture (OA) have been a remorseless din in the ears of advisors and clients alike. Very few such businesses do not state vocally that they adhere to this thoughtless ideology. For it is thoughtless, since it is almost impossible to implement in the manner in which it is portrayed and understood.
Thematic investing increasingly important – Canaccord Genuity Wealth Management 13/10/2014 Canaccord Genuity Wealth Management (CGWM) has grown both organically and through M&A activity, and the firm has been working to ensure all parts of the business are working ever more closely together, with a new IT system being developed, which will be live on the first of December. In the meantime, thewealthnet spoke to Justin Oliver, investment director at Canaccord Genuity Wealth Management, about the firm in general and its investment perspectives.
This time it is different chapter 337 10/10/2014 Equity markets appear to be on the retreat in most developed economies as growth prospects diminish, especially in the eurozone, which looks on the cusp of another recession, and China. So much for all those rosy forecasts about “escape velocities” and the return of self-sustaining growth at the beginning of the year.