Active asset allocation provides key to investment performance in 2005

Director and Head of Portfolio Management, GAM Hong Kong explains why actively managed allocations across a range of asset classes should not be abandoned.

Asia-based investors in private client investment strategies may be wishing that they had simply invested in their local stock market this year. Pacific stock markets have outperformed all other regions and asset classes in 2004 so far. The Hang Seng and the MSCI Asia Pacific ex-Japan indices are both posting returns of over 6% year-to-date, compared to a return of under 3% from the MSCI World Index and under 2% from the Citigroup World Government bond index. Hedge funds, one...

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