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Robert Farago, Schroders

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

Eric Verleyen, Société Générale Private Banking

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

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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

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

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

William De Vijlder, BNP Paribas Investment Partners

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

Wealth institutions to increase allocations to equities and Asia

The world’s wealth institutions are planning to increase their allocations to equities, with Asian and Latin American markets looking especially attractive

Emerging markets wary of European fallout

While stockmarkets in China and Hong Kong fell significantly during 2011, few have lost faith in the long-term Asian growth story

Yaroslav Lissovolik, Deutsche Bank

Taming the Russian bear

Western institutions are queuing up to invest in Russian equities, believing them undervalued, but local entrepreneurs are much more sceptical about the risks involved

Value abounds amid American gloom

The US maybe suffering from slowing growth and worries over the national debt but falling equity prices are creating opportunities for adventurous stock pickers

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