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Learning to live with heightened political risk

Brexit, the US election and the rise of populism are just some of the geopolitical risks stalking global markets. How significant are these threats, and how should private portfolios be positioned in response?

Nick Melhuish, Amundi

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

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?

James Mulholland, Carey Olsen

Middle Eastern and European elites seek Jersey’s protection

Jersey is becoming something of a centre for alternative investments while there are also signs of private banks returning to the island

Mark Haefele, UBS Wealth Management

The consequences of ultra-loose central bank monetary policy

Have markets lost faith in central banks? Have their policies failed? What happens next? Mark Haefele, global chief Investment officer at UBS Wealth Management, Didier Saint-Georges, MD and member of the Investment Committee at Carmignac and Paul Lambert, head of currency, Insight Investment give their views on how investors should be reacting

Peter Branner, SEB

Need for one-stop solution means multi-asset funds far from a fad

Both retail and high net worth investors are showing more interest in multi-asset products, proving a major draw due to range and flexibility

Ousmene Mandeng, New Sparta Asset Management

Long-term mindset needed to get the most out of Africa

Africa is brimming with opportunity, but investors should spread their nets widely and look beyond commodity producers towards other sectors such as infrastructure and consumer-driven industries

Gordon Moore, Intel

Wealth managers seek new ways of delivering investment value

Investors are abandoning the search for alpha and embracing index-tracking funds. If wealth mangers can no longer rely on beating the market to attract clients, they must find other ways to make themselves indispensable 

Simon Smiles, UBS

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

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?

THE GREAT DEBATE: CRYPTOCURRENCIES IN THE BALANCE

Anders Kvamme Jensen, founder of the AKJ global brokerage and digital asset specialist, goes head to head with Max Thowless-Reeves, chief investment officer of Sorbus Partners private office, discussing technology, tokens and tradable electronic currencies, in a debate refereed by PWM's Yuri Bender.

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