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?
Portfolio Management
From
Asset Allocation
/ Portfolio Management
August 23, 2016
US equities hit record highs as fears over recession fade
From
Asset Allocation
/ Portfolio Management
June 30, 2016
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?
From
Asset Allocation
/ Portfolio Management
June 16, 2016
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
From
Asset Allocation
/ Portfolio Management
June 6, 2016
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
From
Asset Allocation
/ Portfolio Management
May 23, 2016
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
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
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?
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
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
From
Asset Allocation
/ Portfolio Management
January 20, 2016
China’s economy slowing but far from freefall
The Chinese economy is being restructured and the current slowdown is largely a reflection of this transition, while policymakers have plenty of room for manoeuvre
Latest PWM video
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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