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Max Anderl, UBS
From Asset Allocation / Equity June 10, 2014

Equity markets tread water as ECB prepares to move

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?

Yves Bonzon, Pictet & Cie
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

Jan Dehn, Ashmore
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?

Derrick Irwin, Wells Fargo
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

Frédérique Carrier, RBC Wealth Management
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?

Steven Wieting, Citi Private Bank
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

Scilla Huang Sun, Swiss & Global
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?

Kurt Feuerman AllianceBernstein
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

Joohee An, Mirae Asset Global Asset Management
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

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