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Facing the twin threats of inflation and deflation

Does inflation or deflation pose the greater threat and what can investors do to protect themselves against what lies ahead?

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Banks aim to limit pain of rate rises

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?

Alan Higgins, Coutts

Fears of deflation overblown

Investors should position portfolios for continued economic growth and modest inflation, says Coutts’ CIO Alan Higgins

Anthony Cragg, Wells Fargo

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

Jan Dehn, Ashmore

Frontier markets: a good time to take the long view

Frontier markets are volatile, but offer stronger longer-term returns to investors

Mark Mobius, Templeton

Opening up frontier markets

As frontier markets develop, the opportunities available to investors are considerable, but detailed research is required to avoid the pitfalls

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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

Daniel Kranson, Vontobel Asset Management
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

Bryon Lake, Invesco
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

Historically, German real estate has seen overheated markets and over-supply, but we are far from such scenarios today, according to Consus, a firm keen to manage costs and embrace latest construction technologies.

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