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
China continues to open up to foreign investors and although stockpickers have faced a tough time outperforming benchmarks of late, the right managers can add alpha
With a possible Grexit, lower oil prices and slowing growth in China all impacting the global economy, most private banks believe in being overweight equities, but differ in their appetites for risk
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