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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?

Didier Duret, ABN Amro Private Bank
From Asset Allocation / Portfolio Management October 16, 2015

Volatile times lie in wait for global economy

Wealth managers do not have to be talented futurologists to know that the rebalancing of the global economy means higher volatility. 

Patrick Simeon, Amundi
From Asset Allocation / Portfolio Management October 1, 2015

Money market funds thrive despite regulatory storm

Events in Greece and China and the resulting stockmarket volatility have led to an upsurge in the popularity of money market funds, but this could prove short-lived with new regulations poised to take effect

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From Asset Allocation / Portfolio Management September 23, 2015

Hatching an investment plan to thrive in the new world order

Sources of growth in the global economy are shifting with growth in developed markets accelerating, while emerging markets, and China in particular, have slowed. With lower oil prices and predicted interest rate rises to consider as well, how should investors tackle asset allocation? 

Luca Paolini, Pictet Asset Management

Central banks and geopolitical risk dominate investment markets

Do central bank actions or geopolitical developments have a greater impact on markets?

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Facing the twin threats of inflation and deflation

Does inflation or deflation pose the greater threat and what can investors do to protect themselves against what lies ahead?

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Banks aim to limit pain of rate rises

The US Federal Reserve plans to gradually raise interest rates in the coming years, but what are the effects likely to be and how can investors take advantage of opportunities and avoid the pitfalls created by this tightening?

Alan Higgins, Coutts

Fears of deflation overblown

Investors should position portfolios for continued economic growth and modest inflation, says Coutts’ CIO Alan Higgins

Anthony Cragg, Wells Fargo

MINT a meaningless acronym for four disparate countries

Individually, Mexico, Indonesia, Nigeria and Turkey contain a great deal of value. But they have nothing in common

Domestic demand drives Eastern Europe’s recovery

Growth in the CEE region is being driven by a combination of domestic demand and investments from external sources, increasing its resilience, although worries remain about Turkey and Russia in particular

Nannette Hechler Fayd'herbe, chief investment officer for international wealth management and global head of economics and research at Credit Suisse, discusses the global economic outlook, trade wars and central bank policy with Elliot Smither.

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