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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

Salman Ahmed, Lombard Odier Investment Managers
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 

New year resolutions - Getty
From Asset Allocation / Portfolio Management January 15, 2016

Five new year resolutions to weather market turbulence

Investors must lower their expectations and look beyond traditional asset classes 

Bertrand Gacon, Lombard Odier
From Asset Allocation / Portfolio Management January 6, 2016

Due diligence in the impact investing space

It is crucial that social impact is at the heart of what a fund manager is trying to achieve and is more than a ‘nice add-on’ to their traditional investment process

Simon Smiles, UBS
From Asset Allocation / Portfolio Management December 17, 2015

Outlook for 2016: Risk assets still attractive, but expect higher volatility

European and Japanese stocks are predicted to outperform wider global equities next year and is there finally light at the end of the tunnel for emerging markets?

David Zahn, Franklin Templeton Investments
From Asset Allocation / Portfolio Management December 10, 2015

How can European investors generate income in a low interest rate, high volatility environment?

Greater flexibility in asset allocation, looking across the whole spectrum of equities and fixed income, is something investors should consider

Sukumar Rajah, Franklin Local Asset Management Group
From Asset Allocation / Portfolio Management December 3, 2015

Should investors bet on India or China?

India is predicted to become the world’s fastest growing economy, while China’s has been slowing down, but what does the future hold for these countries and how should investors be positioned?

Amundi's Pascal Blanqué talks to PWM about the changing macroeconomic picture and how it is influencing investors' asset allocations

 

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