Greater flexibility in asset allocation, looking across the whole spectrum of equities and fixed income, is something investors should consider

In the hands of concentrated managers, portfolios can outperform benchmark indices even in the highly efficient US equity market

China continues to open up to foreign investors and although stockpickers have faced a tough time outperforming benchmarks of late, the right managers can add alpha  

With a possible Grexit, lower oil prices and slowing growth in China all impacting the global economy, most private banks believe in being overweight equities, but differ in their appetites for risk 

Growth in the CEE region is being driven by a combination of domestic demand and investments from external sources, increasing its resilience, although worries remain about Turkey and Russia in particular

European stockmarkets have been surging ahead but the region’s companies need to improve their profitability if the boom is to last

With Europe on the road to recovery and political disruptions seen as buying opportunities, is now the time for investors to increase allocations to eurozone equities?

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