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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

Vincent Nobel, Federated Hermes

Real estate feels impact of interest rates and inflation

Listed real estate funds have been hammered by rising rates although property is attracting attention as a hedge against inflation

Chetan Sehgal, Templeton Emerging Markets Investment Trust

Pandemic proves emerging markets’ newfound resilience

Developing markets now have deeper capital markets as well as local investors, meaning they are much better placed to weather global crises

Jonathan Curtis, Franklin Templeton

Tech stocks shaken but fundamentals unstirred

Technology stocks hit record valuations during the pandemic but have seen dramatic falls of late. Fund managers are optimistic that the sector will recover though 

My-Linh Ngo, Bluebay AM

Fund industry adapts to increased demand for ESG

Asset managers and regulators have both been keen to show they are in step with sustainability 

Alice Wang, Quaero Capital

Will China roar back in Year of the Tiger?

Tightening monetary policy and a regulatory clampdown meant Chinese equities had a year to forget in 2021. Are we in for more of the same?

Fahad Kamal, Kleinwort Hambros

Major markets experience a tale of two tech booms

Global crises, the rise of mega cap tech stocks and the explosion of passive investing mean markets look very different today to past eras   

Laurence Bensafi, RBC GAM

Chinese turbulence batters emerging market equities

Events in China may have weighed heavily on the emerging market index, but there are plenty of bright spots elsewhere in the universe  

Zsolt Kohalmi, Pictet Alternative Advisors

Real estate bulls buy into Covid recovery

As economies gradually open up, investors have shown faith in those parts of the real estate markets which should do well in the ‘new normal’  

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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