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Equity

Anthony Cragg, Wells Fargo

Expect China to continue on its upward trajectory despite recent wobbles

China has a solid framework for growth in place and can be expected to manage the transformation of its economy, although there will be a few hiccups on the way. Current equity valuations could make this an attractive entry point  

David Zahn, Franklin Templeton Investments

How can European investors generate income in a low interest rate, high volatility environment?

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

High conviction strategies find alpha in ultra-efficient markets

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

Alpha abounds in China despite significant headwinds

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  

Supriya Menon, Pictet

Equities offer best route to play macro themes

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 

Domestic demand drives Eastern Europe’s recovery

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

Daniel Kranson, Vontobel Asset Management

Quantitative easing and weak euro boost European stockmarkets

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

Anja Hochberg, Credit Suisse

European equities worth exploring

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?

Osamu Yamagata, Aberdeen Asset Management

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

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

Global Private Banking Awards 2022 Highlights

More than 120 banks from 50 countries around the world entered this year’s annual global private banking awards. 19 of those entrants have won more than one award. Of these, six institutions - including Citi Private Bank, BTG Pactual, Erste Private Banking, HSBC Private Banking, Northern Trust, Itaú Private Bank – gained the top position in three categories each. Video highlights from the 2022 Global Private Banking Awards.

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Global Private Banking Awards 2022

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