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From Asset Allocation / Portfolio Management August 23, 2016

Learning to live with heightened political risk

Brexit, the US election and the rise of populism are just some of the geopolitical risks stalking global markets. How significant are these threats, and how should private portfolios be positioned in response?

Nick Melhuish, Amundi
From Asset Allocation / Portfolio Management August 23, 2016

US equities hit record highs as fears over recession fade

Fears of an imminent US recession have abated and recent economic data looks strong, but is the country really in as good a shape as its record-breaking equity markets would suggest?

Patrick Mange, BNP IP

Emerging markets see light at end of the tunnel

The prospects for emerging markets look better than they have done for some time while equity valuations remain attractive. Is now the time to invest?

Mark Haefele, UBS Wealth Management

The consequences of ultra-loose central bank monetary policy

Have markets lost faith in central banks? Have their policies failed? What happens next? Mark Haefele, global chief Investment officer at UBS Wealth Management, Didier Saint-Georges, MD and member of the Investment Committee at Carmignac and Paul Lambert, head of currency, Insight Investment give their views on how investors should be reacting

Peter Branner, SEB

Need for one-stop solution means multi-asset funds far from a fad

Both retail and high net worth investors are showing more interest in multi-asset products, proving a major draw due to range and flexibility

Ousmene Mandeng, New Sparta Asset Management

Long-term mindset needed to get the most out of Africa

Africa is brimming with opportunity, but investors should spread their nets widely and look beyond commodity producers towards other sectors such as infrastructure and consumer-driven industries

Karim El Solh, Gulf Capital
From Asset Allocation / Portfolio Management April 14, 2016

Why there is more to the Gulf than oil

Karim EL Solh, CEO of Gulf Capital, talks to Yuri Bender about the impact of low oil prices on the GCC and why private equity may be the best investment route into the region

Joshua Freedman, BlackRock
From Asset Allocation / Portfolio Management February 18, 2016

Drilling for opportunities in landscape of cheap oil

Lower oil prices are here to stay, at least for the time being. What has caused this situation and how should investors be responding?

Min Lan Tan, UBS
From Asset Allocation / Portfolio Management February 11, 2016

How bad is the economic situation in China?

Min Lan Tan, head of UBS Wealth Management’s Asia Pacific investment office, and Christophe Donay, chief strategist at Pictet Wealth Management, discuss the situation in China

Steven Wieting, Citi Private Bank
From Asset Allocation / Portfolio Management February 4, 2016

Finding the investment opportunities created by lower oil prices

Oil prices are unlikely to recover anytime soon. This creates both winners and losers and there are investment opportunities to be found in both

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Denise Voss, chairman of Luxembourg's funds association, ALFI, talks about opportunities, threats and innovations for the Grand Duchy, including Brexit, the boom in alternative assets and trends in sustainable investing.

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