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Claudia Panseri, SocGen
From Asset Allocation / Equity May 1, 2013

Catching the stockmarket surge

Equities offer investors attractive valuations and the promise of yield, but their biggest selling point is the lack of viable alternatives

Florent Brones, BNP Paribas Wealth Management
From Asset Allocation / Equity April 10, 2013

Seeking European equities with international exposure

PWM invited leading figures in the wealth management industry to discuss whether a shift from bonds to equities is really underway and which European stocks would sit best in private client portfolios

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

PWM is delighted to announce its mid-summer Wealth Tech webinar and awards, focused on developing channels and models for improving communication between banks and their private clients. Our panellists will assess the impact of Covid-19 as an accelerator to digitalisation, define the key success factors of digital engagement platforms and attempt to find the optimal mix between ‘robo’ and ‘real’ investment advice.

Find out more

PWM Digital Edition (August/September)

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