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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

Max Anderl, UBS

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

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

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

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

INVESTING IN SUSTAINABLE REAL ESTATE - SOCIAL AND ENVIRONMENTAL INVESTMENT CH 4/4

Crispin Royle-Davies, managing director and senior research analyst for public real assets at Nuveen, speaks to PWM about the key role of real estate assets in private portfolios.

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