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Philippe Brugere-Trelat, Franklin Templeton
From Asset Allocation / Equity April 10, 2013

Money moves into European equities as region steps back from the brink

Last year’s rally in European equities was mainly due to the likelihood of a eurozone break-up diminishing, but corporate earnings need to improve if this momentum is to continue

From Asset Allocation / Fixed Income April 8, 2013

Will emerging market corporate bonds prove to be a permanent fixture?

Both top-down and bottom-up analysis are key when considering allocations to emerging market corporate bonds, while investors should tread carefully when it comes to high yield

Robert Horrocks, Matthews Asia
From Asset Allocation / Equity April 8, 2013

The continued rise of the Asian consumer

Asian consumer stocks have been hot for many years now, but do they still provide good value?

Katia Coudray Cornu, Banque Syz & Co

Absolute return products and the promise of a smoother ride for investors

Absolute return products promise to reduce a portfolio’s volatility, but with no clear definition about what makes up these vehicles, investors need to be certain just where they are putting their money

Christian Gattiker, Julius Baer

Private banks put brakes on inflation

With central banks prioritising growth over curbing inflation, investors are searching for safe havens in which to hide their assets from the threat of rising prices

Julien Seetharamdoo HSBC
From Asset Allocation / Equity February 28, 2013

Investors probe deeper into developing economies

Investors are looking for under-valued stocks in the biggest emerging markets, while smaller or less mature economies are also proving popular

Bill McQuaker, Henderson
From Asset Allocation / Equity February 28, 2013

Go for growth or value in the equity space?

Henderson's Bill McQuaker and BNP Paribas' Florent Bronès discuss whether investors looking to equities should head for growth or value-orientated stocks

Marc Ciancimino KKR Asset Management
From Asset Allocation / Alternatives February 28, 2013

Borrowers go private in hunt for credit

With banks in Europe shrinking their balance sheets, borrowers will have to look elsewhere for credit, opening up opportunities for private credit providers

Philip Hoffman, The Fine Art Group
From Asset Allocation / Alternatives February 28, 2013

Buying art for investment’s sake

Fine art is a huge business and as an asset class can provide something of a safe haven, but it is not an area in which many private banks are currently able to offer advice to clients

Pierre-Yves Bareau JP Morgan
From Asset Allocation / Fixed Income February 27, 2013

Emerging market debt shows no sign of a let-up

Although yields may not be quite as high seen last year, 2013 looks to be another good year for emerging market debt with more developing countries being rerated higher

A combination of demographic, economic, geopolitical and business trends have aligned to highlight German real estate as a persuasive investment story.

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