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Neel Mukherjee, Merrill Lynch
From Asset Allocation / Equity April 19, 2017

Pick-up in growth puts bank stocks back in favour

The prospect of financial deregulation has fuelled a sharp recovery in US banking stocks, while normalising rates would give European financials a welcome boost

Andrew Acheson, Pioneer
From Asset Allocation / Equity April 18, 2017

Trump trade stalls as market worries over policy delivery

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?

Nick Melhuish, Amundi
From Asset Allocation / Equity August 23, 2016

US equities hit record highs as fears over recession fade

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?

Patrick Mange, BNP IP
From Asset Allocation / Equity June 30, 2016

Emerging markets see light at end of the tunnel

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?

Simon Smiles, UBS
From Asset Allocation / Equity May 4, 2016

Should investors bet on banking stocks?

Banking stocks in the US and eurozone had a difficult start to 2016 but opportunities are now arising for investors who choose carefully

Didier Saint-Georges, Carmignac
From Asset Allocation / Equity April 25, 2016

Threat of further volatility stalks global stockmarkets

Equities endured a torrid start to 2016 and despite recovering lost ground, turbulence is likely to continue. How should investors respond?

Lena Tsymbaluk, Morningstar
From Asset Allocation / Equity March 3, 2016

Rewards for stockpickers amid market volatility in Asia

Volatility in Asian markets is likely to continue through 2016 and beyond, but there are real opportunities in individual stocks

Anthony Cragg, Wells Fargo
From Asset Allocation / Equity February 1, 2016

Expect China to continue on its upward trajectory despite recent wobbles

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  

David Zahn, Franklin Templeton Investments
From Asset Allocation / Equity December 10, 2015

How can European investors generate income in a low interest rate, high volatility environment?

Greater flexibility in asset allocation, looking across the whole spectrum of equities and fixed income, is something investors should consider

From Asset Allocation / Equity October 26, 2015

High conviction strategies find alpha in ultra-efficient markets

In the hands of concentrated managers, portfolios can outperform benchmark indices even in the highly efficient US equity market

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From PWM Research April 3, 2017

Changing population dynamics top long-term trend for private banks

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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