Amy Williams Maxwell

Nov 13, 2024 | citywire.com | Amy Williams Maxwell

In a volatile global macroeconomic and growth environment, alternatives and private markets are increasingly emerging as the next major focus for the asset management industry. However, many questions persist. How are UK wealth managers integrating these diverse and sometimes opaque strategies into their portfolios? Private equity is becoming more accessible through new fund structures, but is the wealth market embracing this shift?

Nov 6, 2024 | citywire.com | Amy Williams Maxwell

Like gaming avatars, we all have limited energy points. In the consumer duty era, financial planners need to focus their finite reserves on client relationships, and outsourcing investment management to a discretionary fund manager (DFM) frees up valuable time for that. In this landscape, our supplement examines how DFMs are upping their game with enhanced propositions and strengthening their ‘two-player mode’ partnerships with advisers.

Nov 5, 2024 | citywire.com | Amy Williams Maxwell

ETFs have moved into the mainstream over the past decade, as wealth managers and advisers have adopted passives into client portfolios. In ETFs in Focus, we discuss how the industry is likely to evolve from here, particularly as concentration risk rears its head in US and global indices. We ask wealth managers and advisers how they are allocating to ETFs and harnessing their benefits for clients. And finally, we look at what is in store for the nascent active ETF market.

Oct 8, 2024 | citywire.com | Amy Williams Maxwell

Ripe for rewards Falling interest rates mean investors are finding opportunities in fixed income. Strong yields and lower correlations with equity markets mean that bonds are once again a key part of portfolios. But where do investors need to look to find value? Are yields on government bonds high enough? Are credit fundamentals solid enough? And what are the chances of a hard landing?

Sep 11, 2024 | citywire.com | Amy Williams Maxwell

Markets have delivered solid returns this year and rates may be on their way down, but there are still many reasons to be cautious. All eyes will be on vital elections and geopolitical tensions around the world, and the risk of recession can’t be ruled out. With heavy concentration in equity markets, diversification is more important than ever. So what are the key calls for multi-asset managers going forwards?