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Osamu Yamagata, Aberdeen Asset Management
From Asset Allocation / Equity March 30, 2015

Upbeat investors continue to back developing regions

Emerging markets may have struggled of late but equities look to be good value and many companies have successfully implemented reforms which should make them more profitable going forward

Ed Cowart, Nordea
From Asset Allocation / Equity March 6, 2015

Investors worried US market could run out of steam

The US economy appears healthy but stocks are expensive compared to Europe and investors are concerned equities’ six-year bull run could come shuddering to a halt

Leo Grohowski, BNY Mellon Wealth Management
From Asset Allocation / Equity January 28, 2015

Holding on to income in a world of low yields

Investors can no longer rely on high quality bonds for income, and wealth managers need to persuade their clients to take on more risk in fixed income, while also embracing equities, if they are to be successful in the hunt for yield

Cesar Perez, JP Morgan Private Bank
From Asset Allocation / Equity January 26, 2015

Bargains to be found as emerging markets fall out of fashion

Most private banks are underweight emerging market equities following a torrid couple of years for these economies, but attractive valuations could represent something of a buying opportunity

Nicolas Simar, ING Investment Management
From Asset Allocation / Equity January 15, 2015

Value to be found in emerging market equities

With emerging market equities trading at a discount to developed markets, investors are now prioritising value over growth when choosing stocks

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From Asset Allocation / Equity December 3, 2014

Investing in emerging markets

Emerging market equities have underperformed their developed counterparts for the past three years, but cheap valuations, a pick-up in earnings growth and still abundant liquidity could support returns next year, believes Patrick Mange, head of APAC and Emerging Market Strategy at BNP Paribas Investment Partners. He spoke to Yuri Bender

Alan Mudie, Société Générale Private Banking
From Asset Allocation / Equity December 3, 2014

Value to be found as Japan faces up to its demons

The jury may be out on Abenomics as the Japanese economy continues to struggle but equities are cheap and many predict new developments will give the stockmarket a boost

From Asset Allocation / Equity November 17, 2014

Europe a relatively bright spot within active management

Those active managers dealing in European equities, who have kept things simple and correctly identified and stuck to top-down trends, have tended to add alpha

Fredrik Nerbrand, HSBC
From Asset Allocation / Equity September 16, 2014

Should investors be overweight bonds or equities?

HSBC’s Fredrick Nerbrand and Mike O’Sullivan of Credit Suisse discuss whether investors should be increasing allocations to bonds or equities

Jan Dehn, Ashmore
From Asset Allocation / Equity August 29, 2014

Can election fever prove harmful to investors?

A number of the biggest developing economies have scheduled elections this year but just how big an impact do these polls have on markets?

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