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Jan Dehn, Ashmore

Frontier markets: a good time to take the long view

Frontier markets are volatile, but offer stronger longer-term returns to investors

Mark Mobius, Templeton

Opening up frontier markets

As frontier markets develop, the opportunities available to investors are considerable, but detailed research is required to avoid the pitfalls

Rahul Chadha, Mirae Asset

India on right path despite sluggish reforms

Investors may criticise the pace at which Indian reforms are being implemented but the country should still see impressive economic growth this year

Themis Themistocleous, UBS

Betting on the euro

Should wealth managers be speculating on currency falls? And if so how?

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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?

Anja Hochberg, Credit Suisse
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?

Frédérique Carrier, RBC Wealth Management
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

Ana Haurie, Dexion Capital and Agricultural Asset Management

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

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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?

© Alexandre Guirkinger
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

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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