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Equity

Leo Grohowski, BNY Mellon Wealth Management

Holding on to income in a world of low yields

Investors can no longer rely on high quality bonds for income, and wealth managers need to persuade their clients to take on more risk in fixed income, while also embracing equities, if they are to be successful in the hunt for yield

Cesar Perez, JP Morgan Private Bank

Bargains to be found as emerging markets fall out of fashion

Most private banks are underweight emerging market equities following a torrid couple of years for these economies, but attractive valuations could represent something of a buying opportunity

Nicolas Simar, ING Investment Management

Value to be found in emerging market equities

With emerging market equities trading at a discount to developed markets, investors are now prioritising value over growth when choosing stocks

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Investing in emerging markets

Emerging market equities have underperformed their developed counterparts for the past three years, but cheap valuations, a pick-up in earnings growth and still abundant liquidity could support returns next year, believes Patrick Mange, head of APAC and Emerging Market Strategy at BNP Paribas Investment Partners. He spoke to Yuri Bender

Alan Mudie, Société Générale Private Banking

Value to be found as Japan faces up to its demons

The jury may be out on Abenomics as the Japanese economy continues to struggle but equities are cheap and many predict new developments will give the stockmarket a boost

Europe a relatively bright spot within active management

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

Fredrik Nerbrand, HSBC

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

Jan Dehn, Ashmore

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?

Alan Mudie, Société Générale Private Banking

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

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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

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

PWM Digital Edition (October/November 2022)

Wealth Tech Awards 2022

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