Investors may criticise the pace at which Indian reforms are being implemented but the country should still see impressive economic growth this year
Portfolio Management
From
Asset Allocation
/ Portfolio Management
May 22, 2015
India on right path despite sluggish reforms
From
Asset Allocation
/ Portfolio Management
May 22, 2015
Betting on the euro
Should wealth managers be speculating on currency falls? And if so how?
From
Asset Allocation
/ Portfolio Management
April 28, 2015
Counting the cost of ‘Brexit’ from the EU
The Conservatives have promised a referendum on Britain’s membership of the EU should they win the 7 May election, but what risks would a ‘Brexit’ bring?
From
Asset Allocation
/ Portfolio Management
April 27, 2015
European equities worth exploring
With Europe on the road to recovery and political disruptions seen as buying opportunities, is now the time for investors to increase allocations to eurozone equities?
From
Asset Allocation
/ Portfolio Management
April 24, 2015
Banks prompt asset review in light of UK general election
Investors should be mindful of how uncertainties around the upcoming UK general election could impact equity and currency markets
From
Asset Allocation
/ Portfolio Management
April 2, 2015
Appetite grows for equities with an agricultural twist
Global macro trends make the agriculture theme an attractive bet for long-term investors, and many believe equities rather than commodities offer the best way to gain access
From
Asset Allocation
/ Portfolio Management
April 2, 2015
Would it be a tragedy if Greece left the euro?
With Greece seeking to renegotiate the terms of its bailout, the country’s plight is back in the headlines, but would a default and euro exit really be as devastating as some claim?
From
Asset Allocation
/ Portfolio Management
March 25, 2015
Roundtable: Out with the old asset allocation models and in with the new
PWM hosted a discussion to debate the demise of modern portfolio theory and how asset management techniques are adapting to a new world
From
Asset Allocation
/ Portfolio Management
March 23, 2015
Modern portfolios cry out for a touch of spice
Events since 2007 suggest modern portfolio theory is no longer relevant, though some in the wealth management industry are slow to change, leading to losses for private clients
From
Asset Allocation
/ Portfolio Management
February 25, 2015
Plunging oil prices spark global economy
Cheap oil looks set to stay for the foreseeable future, providing a boost to consumers and oil-importing countries. But there will also be losers, so how should investors be positioning portfolios?
Clive McDonnell, head of global equity strategy at Standard Chartered Private Bank, tells Elliot Smither why he is bullish on US stocks, cautious on Europe and how private clients are feeling this late in the economic cycle.
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