Those active managers dealing in European equities, who have kept things simple and correctly identified and stuck to top-down trends, have tended to add alpha
Equity
From
Asset Allocation
/ Equity
November 17, 2014
Europe a relatively bright spot within active management
From
Asset Allocation
/ Equity
September 16, 2014
Should investors be overweight bonds or equities?
HSBC’s Fredrick Nerbrand and Mike O’Sullivan of Credit Suisse discuss whether investors should be increasing allocations to bonds or equities
From
Asset Allocation
/ Equity
August 29, 2014
Can election fever prove harmful to investors?
A number of the biggest developing economies have scheduled elections this year but just how big an impact do these polls have on markets?
From
Asset Allocation
/ Equity
July 14, 2014
Equities draw interest despite valuation concerns
With global equity markets at record highs, investors are having to hunt far and wide to find value, but wealth managers believe the asset class remains attractive
From
Asset Allocation
/ Equity
July 8, 2014
Opportunities in European equities
Thierry Rojat, from the European equities division at BNP Paribas Investment Partners, talks to Yuri Bender about investment opportunities, examines the impact of the ECB’s monetary policy on markets and evaluates geopolitical risks of which investors should be aware
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?
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?
Join PWM's Yuri Bender for the annual announcement of our Global Private Banking Awards, plus a bonus discussion about the industry's future with Mercer's Cara Williams, Aite Group's Alois Pirker and independent wealth consultant Seb Dovey.
PWM Digital Edition (February/March 2021)
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