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
Equity
From
Asset Allocation
/ Equity
April 10, 2013
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
From
Asset Allocation
/ Equity
April 8, 2013
The continued rise of the Asian consumer
Asian consumer stocks have been hot for many years now, but do they still provide good value?
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 26, 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 29, 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 29, 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
PWM is delighted to announce its mid-summer Wealth Tech webinar and awards, focused on developing channels and models for improving communication between banks and their private clients. Our panellists will assess the impact of Covid-19 as an accelerator to digitalisation, define the key success factors of digital engagement platforms and attempt to find the optimal mix between ‘robo’ and ‘real’ investment advice.
PWM Digital Edition (June/July)
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