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Kasia Kiladis, Fidelity International

How long can the good times last in the US?

The US economy is predicted to slow this year, but that does not mean there are no investment opportunities to be found, with the technology and healthcare sectors attracting plenty of interest  

Robin Geffen, Neptune

Fintech on Friday: Investors underweight tech stocks

Technology is disrupting almost every industry, yet most investors are underexposed to tech stocks. Do recent corrections provide a buying opportunity?

Grace Peters, JP Morgan

Politics and trade wars cloud European outlook

Europe’s economy continues to grow and fundamentals appear sound, but could political headwinds, not least the threat of a trade war with the US, bring the continent’s recovery to a premature end? 

Sharmin Mossavar-Rahmani, Goldman Sachs

Should high net worth clients really risk exposure to emerging markets?

Developing economies have endured a turbulent few months, but even over the longer term they tend to display more volatility than developed markets. Are high net worth investors better off avoiding them completely?

Luca Paolini, Pictet Asset Management

Fintech on Friday: Emerging markets becoming centres of innovation

The technology sector has been a big driver of emerging market returns of late and there are now signs that these economies are becoming innovation hubs in their own right

Taimur Baig, DBS Bank

Are emerging markets set for a new taper tantrum?

A strengthening dollar led to outflows across emerging market asset classes in recent weeks, with Turkey and Argentina hardest hit. Are they the first in a line of dominos, or are fundamentals strong enough to ride out this turbulence?

Grant Bowers, Franklin Templeton

Fears over Trump’s trade wars add to turbulence

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  

Mark Mobius, Franklin Templeton

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?

Mary Pieterse-Bloem, ABN Amro

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

Neel Mukherjee, Merrill Lynch

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

INVESTING IN SUSTAINABLE REAL ESTATE - SOCIAL AND ENVIRONMENTAL INVESTMENT CH 4/4

Crispin Royle-Davies, managing director and senior research analyst for public real assets at Nuveen, speaks to PWM about the key role of real estate assets in private portfolios.

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