Although volatility returned to US equities in the early months of the year, the country's economy remains strong and markets appear well placed to continue their upward trend
Equity
From
Asset Allocation
/ Equity
June 19, 2017
Emerging markets back after lengthy spell on sidelines
Having endured a torrid few years, emerging markets are once again outperforming their developed peers and valuations remain attractive, so is now the time to invest?
From
Asset Allocation
/ Equity
May 9, 2017
Why the return of diversification between asset classes is good news for investors
Investors have been deprived of the benefits of diversification since the financial crisis as equity and bond returns have mostly been moving in tandem. But the correlation between asset classes has started to fall away, just as it has within equity markets themselves
From
Asset Allocation
/ Equity
April 19, 2017
Pick-up in growth puts bank stocks back in favour
The prospect of financial deregulation has fuelled a sharp recovery in US banking stocks, while normalising rates would give European financials a welcome boost
From
Asset Allocation
/ Equity
April 18, 2017
Trump trade stalls as market worries over policy delivery
US equity markets have surged on the promise the Trump administration will deliver policies to boost the country’s economic output. But as the president’s agenda appears to stall, are we in line for a correction?
From
Asset Allocation
/ Equity
August 23, 2016
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?
From
Asset Allocation
/ Equity
June 30, 2016
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?
From
Asset Allocation
/ Equity
May 4, 2016
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
From
Asset Allocation
/ Equity
April 25, 2016
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?
From
Asset Allocation
/ Equity
March 3, 2016
Rewards for stockpickers amid market volatility in Asia
Volatility in Asian markets is likely to continue through 2016 and beyond, but there are real opportunities in individual stocks
Latest PWM video
Nannette Hechler-Fayd'herbe, Global Head of Investment Strategy and Research at Credit Suisse, talks to Elliot Smither about the outlook for financial markets in 2018 and identifies some of the long-term investment themes which can be used to help make asset allocation decisions
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