Featuring our exclusive interview with PIMCO’s Ryan Blute and Terry Oh
Are you all set for what’s set to be a particularly busy Q4? We know that October is traditionally a busy time for wealth managers. But, with Rachel Reeves’ first budget looming, the US election taking place on November 5th plus all the geopolitical events adding to the uncertainty, these are challenging times for asset allocators and investment managers alike.
Gathering insight and opinions
One of the most fascinating aspects of our job here as journalists, is being able to speak to experts from across the wealth management spectrum. And this month we’ve been particularly busy, talking to some of the leading figures in the world of investment.
For our Wealth DFM cover feature this month, we enjoyed the conversation that PIMCO’s Ryan Blute and Terry Oh have recently had with our Digital Editor, Brandon Russell. It’s clear from that conversation that Blute and Oh are seeing that the fixed income outlook remains strong across multiple economic scenarios. We therefore wanted to explore how this impacts investment strategy and, as active fixed income managers, how they can add value for investors.
You’ll find our conversation with the duo on page 6.
We’ve also been talking to M&G Wealth’s CIO, Shanti Keleman, who’s been in post for almost three years now. In our conversation which starts on page 12, we talk about her team’s current investment strategy and also why she believes that, for asset managers like M&G Wealth, great service really does matter as well as performance.
A new look at property
It’s clear that investing in property has taken on a wholly different look to it in this modern era. No longer are we focused on worrying about liquidity issues within open-ended funds such as we did in the past. One particularly interesting area of the market that’s gathering particular attention is REITs. In our conversation with Gravis’ Matt Norris on page 16, it’s clear that he’s seeing some compelling investment opportunities to deliver both growth and income for investors from REITs as well as more broadly in newer industries where demand is set to flourish.
Rounding off the insight in this month’s magazine, we’re grateful to Invesco’s Kristina Hooper for sharing with us 10 of the things that she thinks investors need to watch out for in Q4 from page 20.
As always, just a reminder for you our readers that this edition of Wealth DFM magazine is just a snapshot of some of the insight and analysis that our fabulous Editorial team and I publish here on www.WealthDFM.com every single day. With such big economic and political events on the near-term horizon – and all of such relevance to wealth managers – we’d love it if you came to visit us more often on the website – and on all our socials. Our aim is help you keep tabs on what’s going on in the wider world as well as closer to home in the world of investment. It’d be great to see you here more often!
Sue Whitbread
Editor | Wealth DFM Magazine
If you experience any technical difficulties accessing the Magazine, please email kim.pattison@ifamagazine.com
