Will European equity markets be able to maintain their recent highs if the ECB enacts widely anticipated measures to combat falling inflation and a strong euro?
Equity
From
Asset Allocation
/ Equity
May 7, 2014
Pictet seeks safety in developed markets
Despite attractive valuations, emerging market equities are best avoided, believes Pictet Wealth Management's Yves Bonzon, while the developed world can offer a better return on capital
From
Asset Allocation
/ Equity
April 23, 2014
Does economic growth equal equity returns?
Emerging markets look set to enjoy higher levels of GDP growth than the developed world, but will this benefit shareholders?
From
Asset Allocation
/ Equity
April 1, 2014
Political pressures put investors off emerging market equities
Recent sell-offs in emerging market equities have been dramatic, but most fund managers believe the asset class remains a compelling long-term investment
From
Asset Allocation
/ Equity
March 26, 2014
Time to gain exposure to the European recovery?
Europe’s economy appears to be moving in the right direction, but are equities in the region overvalued and which areas should investors leave well alone?
From
Asset Allocation
/ Equity
March 25, 2014
Emerging markets down but not out
Political upheavals and the tapering of QE have hit emerging markets hard, but some investors are highlighting the attractive valuations and long-term opportunities available in these economies
From
Asset Allocation
/ Equity
February 25, 2014
Luxury loses some lustre amid emerging market woes
Luxury brands have flourished in recent years, but how will they be affected by the slowdown in emerging markets and the Chinese government’s crackdown on excess?
From
Asset Allocation
/ Equity
February 24, 2014
US economy edging back towards normal
US stockmarkets have had a shaky start to the year but fund managers remain convinced that the economic recovery will continue and equities should do well
From
Asset Allocation
/ Equity
February 10, 2014
Value still available amid Asian consumer boom
Investors are drawn to the dramatic rise of the Asian consumer, but is the best way to access this trend via regional companies on the way up or through established global brands?
From
Asset Allocation
/ Equity
February 5, 2014
Emerging market equities to play catch up through 2014
Equities, especially in emerging markets, should enjoy a good year as the global economy improves, although volatility is likely to increase
PWM is delighted to announce its mid-summer Wealth Tech webinar and awards, focused on developing channels and models for improving communication between banks and their private clients. Our panellists will assess the impact of Covid-19 as an accelerator to digitalisation, define the key success factors of digital engagement platforms and attempt to find the optimal mix between ‘robo’ and ‘real’ investment advice.
PWM Digital Edition (June/July)
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