Ref Hub banner 4 Apply for a Reference Hub profile Find research

Bonds yields and stocks reach extreme levels

Death of the 60:40 Portfolio?Subscription

Tue, 20 Sep 2016

The portfolio construction favourite is no longer the safe bet it once was. With limited upside to bond and equity markets, Julian Howard, Investment Director at GAM, looks at alternative allocation approaches.

All equities white papers

The Case for UK Property: September 2016 index

The Case for UK Property: September 2016Subscription

Thu, 29 Sep 2016

The UK commercial property market has had to withstand a considerable rise in both financial and economic market volatility since the start of 2016. First, there was the turbulence in global equity markets at the beginning of 2016, after which came the result of the UK Referendum in June 2016, with the UK public opting to leave the European Union.

All real assets white papers

Central banks give markets a respite index

Central banks give markets a respite

Mon, 26 Sep 2016Updated: Thu, 29 Sep 2016

The Fed gave its verdict last week and decided to stay put on the back of inflation remaining below its target. Financial markets found the message to be reassuring. They recovered from recent losses related to fears that it may hike as early as this month.

All alternatives white papers

Central banks give markets a respite index

Central banks give markets a respite

Mon, 26 Sep 2016Updated: Thu, 29 Sep 2016

The Fed gave its verdict last week and decided to stay put on the back of inflation remaining below its target. Financial markets found the message to be reassuring. They recovered from recent losses related to fears that it may hike as early as this month.

All outlooks



Top 100 Real Estate Investment Managers survey double blackarrowtop 100 tree small


Click manager name to view full profile

Top 100 Real Estate




IPE Investment Manager Expectations Indicator double blackarrow

Each month IPE surveys around 100 asset managers with one or more European segregated mandates for their predictions for equities, bonds and currency markets in the next 6 to 12 months

investment manager expectations indicator

single redarrow Manager expectations September 2016

As time passes since the UK’s decision to leave the EU, some of the trends of the months prior have returned. This includes: outperforming US equity markets and dwindling faith in US dollar strength against the euro and yen (albeit with some volatility) and in sterling, which continues to drift lower after its post-Brexit decline. Whether managers’ expectations have recovered as quickly as these trends is the subject of this month’s review...read more

Previous manager expectations double redarrow

wells fargo logo

Wells Fargo Asset Management
As the asset management business of Wells Fargo & Co., WFAM’s business model employs autonomous investment teams that specialize in a broad range of investment solutions for retail and institutional clients.

Visit Wells Fargo Asset Management's Reference Hub Profile >>


the great yield chase

The great yield chase
With the S&P 500 and other broad market indices approaching all-time highs, investors are seemingly moving past the market scare that occurred at the beginning of 2016 and more recent volatility generating events such as Brexit...read more

has the hunt for yield reached emerging markets equity

Has the hunt for yield reached emerging markets equity?
High valuations for U.S. stocks coupled with low interest rates and ample liquidity have driven a much-talked about search for yield. Thankfully, we have not yet seen a broad impact on higher-yielding stocks in the emerging markets...read more


Read all of Wells Fargo Asset Management's white papers >>

Asset Manager Search

Real estate asset manager search

Investment Vlog: Dave Eiswert's Views on Brexit index

Investment Vlog: Dave Eiswert's Views on BrexitVideoSubscription

Thu, 30 Jun 2016

Following last week’s historic vote by the UK to leave the EU, David Eiswert, Portfolio Manager of the Global Focused Growth Equity Strategy, examines the implications of Brexit for investors and explains how he’s positioning his portfolio as uncertainty continues to drive global markets.

Claire Meier: Out of the Club, But Not Out of the Region index

Claire Meier: Out of the Club, But Not Out of the RegionVideoSubscription

Fri, 24 Jun 2016

The polls are closed and the UK has decided, what does the referendum result truly mean for investors?

All manager videos

IPE QUEST

Your first step in manager selection...

IPE Quest is a manager search facility that connects institutional investors and asset managers.

  • QN-2221

    Asset class: Senior Secured Loans.
    Asset region: Europe.
    Size: EUR 50m.
    Closing date: 2016-10-03.

  • QN-2225

    Asset class: Real Estate Value-added/opportunistic.
    Asset region: Global.
    Size: USD 10-20 million per investment.
    Closing date: 2016-10-07.

Begin Your Search Here