Investment
Alternatives | 19 Jun 23
J Safra Sarasin SAM remains underweight in equities
But it is overweight in bonds, cash and alternative assets
Will lack of adviser ESG training spark a mis-selling scandal?
Confusing terminology, no standardised reporting frameworks and greenwashing all could pose a problem
UAE insurance firm rolls out savings plan
It requires a minimum investment of just $20 per month
Investment manager rolls out value for money tool for advisers
To provide them with a measure of the cost-effectiveness of their clients’ portfolios
What do advisers need to know about convertible bonds?
They tend to be more highly correlated with equities and high yield bonds