The US Federal Reserve plans to gradually raise interest rates in the coming years, but what are the effects likely to be and how can investors take advantage of opportunities and avoid the pitfalls created by this tightening?
Asset Allocation
From
Asset Allocation
/ Portfolio Management
June 29, 2015
Fears of deflation overblown
Investors should position portfolios for continued economic growth and modest inflation, says Coutts’ CIO Alan Higgins
From
Asset Allocation
/ Portfolio Management
June 24, 2015
MINT a meaningless acronym for four disparate countries
Individually, Mexico, Indonesia, Nigeria and Turkey contain a great deal of value. But they have nothing in common
From
Asset Allocation
June 22, 2015
Domestic demand drives Eastern Europe’s recovery
Growth in the CEE region is being driven by a combination of domestic demand and investments from external sources, increasing its resilience, although worries remain about Turkey and Russia in particular
From
Asset Allocation
/ Portfolio Management
June 18, 2015
Frontier markets: a good time to take the long view
Frontier markets are volatile, but offer stronger longer-term returns to investors
From
Asset Allocation
/ Portfolio Management
June 15, 2015
Opening up frontier markets
As frontier markets develop, the opportunities available to investors are considerable, but detailed research is required to avoid the pitfalls
From
Asset Allocation
/ Thematic Investing
June 2, 2015
Using environmental, social and governance factors to protect client portfolios
Jacky Prudhomme, head of ESG Integration and Social Business Investments at BNP Paribas Investment Partners, talks to Yuri Bender about the evolution of responsible investing from negative to positive screening
From
Asset Allocation
/ Equity
June 1, 2015
Quantitative easing and weak euro boost European stockmarkets
European stockmarkets have been surging ahead but the region’s companies need to improve their profitability if the boom is to last
From
Asset Allocation
/ ETFs
May 22, 2015
Investor demand continues to drive ETF evolution
European ETFs celebrated their fifteenth birthday in April. It has been a period of innovation, arguments and spectacular uptake as these products gradually became a vital tool in the wealth manager’s armoury
From
Asset Allocation
/ Portfolio Management
May 22, 2015
India on right path despite sluggish reforms
Investors may criticise the pace at which Indian reforms are being implemented but the country should still see impressive economic growth this year
Latest PWM video
Steve Brice, Chief Investment Strategist at Standard Chartered Private Bank, tells Elisa Trovato why he favours US and Asia ex-Japan equities, despite trade tensions, and explains why contrarian calls may work in the current market environment.
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