Asian consumer stocks have been hot for many years now, but do they still provide good value?
Equity
From
Asset Allocation
/ Equity
February 28, 2013
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
From
Asset Allocation
/ Equity
February 28, 2013
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
From
Asset Allocation
/ Equity
January 31, 2013
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
From
Asset Allocation
/ Equity
December 4, 2012
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
From
Asset Allocation
/ Equity
September 25, 2012
Appetite for risk returns but clouds gather in the East
Markets have reacted favourably to the ECB’s bond buying scheme and investors are taking on more risk, but China’s slowdown is worrying
From
Asset Allocation
/ Equity
June 28, 2012
Financial crisis catalyst for change in asset allocation
Rather than dealing in asset classes, investors should be thinking in terms of categories of risk to protect their portfolios
From
Asset Allocation
/ Equity
March 28, 2012
European equity funds provide rich pickings
The huge number of European equity funds on offer provides plenty of opportunities, but fund selectors need to be aware of managers’ preferences for their home nation
From
Asset Allocation
/ Equity
February 28, 2012
European equities and economy following different paths
Worries over the eurozone remain, but European equities are attractively priced, while many of the continent’s large cap companies are well-positioned to make major inroads into emerging Asia
From
Asset Allocation
/ Equity
February 28, 2012
Volatility anomaly suggests slow and steady wins the race
Low risk equities tend to outperform their racier counterparts over the long-term and provide portfolios with much less volatility, thanks to human behaviour
Historically, German real estate has seen overheated markets and over-supply, but we are far from such scenarios today, according to Consus, a firm keen to manage costs and embrace latest construction technologies.
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