Recent falls in Japanese equities have shaken some private bankers’ faith in the ability of Prime Minister Shinzo Abe to fix the structural problems that plague his country
Equity

Widening the net to make commodities pay
Commodity-related funds may have been suffering of late but Martin Currie’s Duncan Goodwin has found success running the Global Resources fund by diversifying across a wide range of sectors and focusing on company strategy and management rather than the index

Catching the stockmarket surge
Equities offer investors attractive valuations and the promise of yield, but their biggest selling point is the lack of viable alternatives

Seeking European equities with international exposure
PWM invited leading figures in the wealth management industry to discuss whether a shift from bonds to equities is really underway and which European stocks would sit best in private client portfolios

Money moves into European equities as region steps back from the brink
Last year’s rally in European equities was mainly due to the likelihood of a eurozone break-up diminishing, but corporate earnings need to improve if this momentum is to continue

The continued rise of the Asian consumer
Asian consumer stocks have been hot for many years now, but do they still provide good value?

Investors probe deeper into developing economies
Investors are looking for under-valued stocks in the biggest emerging markets, while smaller or less mature economies are also proving popular

Go for growth or value in the equity space?
Henderson's Bill McQuaker and BNP Paribas' Florent Bronès discuss whether investors looking to equities should head for growth or value-orientated stocks

Stepping away from the edge
As politicians in the US scrambled to avert the dreaded fiscal cliff, asset managers responded by repositioning portfolios, anticipating 2013 will be a good year for equities
Manuela D’onofrio, UniCredit Private Banking

Should investors favour European or US equities?
Robert Farago of Schroders Private Bank (left) and Oliver Gregson from Barclays debate whether investors should head for European or US equities
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 (December 2020 - January 2021)
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