With the performance of stockmarkets around the world varying hugely so far this year, asset allocation calls are crucial

High net worth individuals appear to have finally overcome their fear of banking stocks, but allocations to the financial sector are very selective with US groups much more appealing than their European counterparts

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

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

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

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

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

Asian consumer stocks have been hot for many years now, but do they still provide good value?