The prospect of financial deregulation has fuelled a sharp recovery in US banking stocks, while normalising rates would give European financials a welcome boost
US equity markets have surged on the promise the Trump administration will deliver policies to boost the country’s economic output. But as the president’s agenda appears to stall, are we in line for a correction?
Fears of an imminent US recession have abated and recent economic data looks strong, but is the country really in as good a shape as its record-breaking equity markets would suggest?
The prospects for emerging markets look better than they have done for some time while equity valuations remain attractive. Is now the time to invest?
Banking stocks in the US and eurozone had a difficult start to 2016 but opportunities are now arising for investors who choose carefully
Equities endured a torrid start to 2016 and despite recovering lost ground, turbulence is likely to continue. How should investors respond?
Volatility in Asian markets is likely to continue through 2016 and beyond, but there are real opportunities in individual stocks
China has a solid framework for growth in place and can be expected to manage the transformation of its economy, although there will be a few hiccups on the way. Current equity valuations could make this an attractive entry point
Greater flexibility in asset allocation, looking across the whole spectrum of equities and fixed income, is something investors should consider
In the hands of concentrated managers, portfolios can outperform benchmark indices even in the highly efficient US equity market
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The population, urbanisation and ageing theme is the top cross-sector investment theme according to private banks, with 75 per cent of respondents to PWM’s Global Asset Tracker implementing it in client portfolios
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