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Matthias Born, Berenberg Wealth and Asset Management

Healthcare offers shelter from the recessionary storm if investors tread carefully

Innovative and best in class healthcare companies should continue to grow, but the sector is not without risk, writes Berenberg’s Matthias Born

Mark Haefele, UBS GWM

Investment outlook 2023: things likely to get worse before they get better

Equity markets could be in for a rough ride this year, although there are opportunities in fixed income and alternatives

Sharon Bentley-Hamlyn, Aubrey Capital Management

European equities head towards calmer waters

The macro picture looks a little brighter than it did a few months ago, while European stocks are attractively priced, says Aubrey Capital Management‘s Sharon Bentley-Hamlyn 

David Cornell, Ocean Dial

India shines through emerging market gloom

Emerging market equities saw big losses in 2022, but while many countries face significant headwinds, there are also several bright spots to be found

Rupert Kimber, Quaero Capital

The rewards and challenges of investing in Japan in the current climate

Many investors are unfamiliar with a country in which a stealth equity rally is taking place

Richard Flynn, Charles Schwab

What history tells us about politicians' influence over equity markets

While presidents are always quick to take credit for strong stockmarket performance while being quick to blame their predecessor for poor performance, history indicates they are likely responsible for neither

Saira Malik, Nuveen

US stocks battered by gathering storm

Although the US economy seems likely to tip into recession in the not too distant future, there is optimism the country will rebound quicker than others

Louis Citroën, Comgest

Which stocks hold up well in a recession? Try ‘Mission Critical’ productivity boosting companies

In these turbulent economic times, the best investments may be in companies that offer products and services which significantly increase the efficiency of others

China lockdown

Private View Blog: Short-term disruptions mask equities' longer-term strengths

Equity markets may be facing several short-term challenges, but the longer term picture is brighter, argues Anik Sen from PineBridge Investments

Pimpl Markus

Wary investors seek private assets as new source of ESG returns

Yuri Bender talks to Markus Pimpl, managing director of private wealth, Europe & Asia, at Partners Group, about the attractions and challenges of this in vogue asset class

FT Wealth Management Summit: Key ideas and speakers

Join PWM and the FT for the highlights of our summit about delivering the three Ds: digitalisation, diversity and democratisation of investments in wealth management

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