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Stéphane Monier, Bank Lombard Odier

Weighing the dynamics of US midterms and inflation

A divided Congress is likely to mean policy gridlock for the Biden administration, though the direction of monetary policy will be of more significance to markets

Lula

Divided Brazil set for growth

Brazil’s president-elect ‘Lula’ da Silva will take over an economy in decent shape and with a central bank which has been ahead of the curve in the fight against inflation

Polina Kurdyavko, BlueBay Asset Management

New solutions required to address frontier market indebtedness

Frontier markets, especially those in sub-Saharan Africa, could well face be facing a financing crisis unless a policy mix can be found to improve growth prospects and put debt servicing on a sustainable path

Frederik Ducrozet, Pictet

China’s appeal as an investment destination dims but does not disappear

The world’s second biggest economy may have a questionable human rights record, slowing growth and a problematic relationship with the US, but it remains too important for investors to ignore

2 and 20

People plus technology central to Asia’s future

With opportunities across Asia growing, private banks in the region are putting their own expansion plans in place

Pavel Tichý 75x96

Maintaining growth in a pandemic-hit world

In light of Covid-19, ČSOB Private Banking has urged its clients to stay invested for the long term while accelerating its sustainability and digitisation processes

Francois Savary, Prime Partners

Private View Blog: Back to reality for the Middle East

Donald Trump claimed he had solved the problems between the Arab nations and Israel. Nothing could be further from the truth, argues François Savary, CIO of Prime Partners

Arnab Das, Invesco

India struggles as Covid crisis intensifies

India faces a number of serious obstacles to economic growth even once it manages to put the pandemic behind it

Asian digital window

Will Asia's wealth managers embrace digital window of opportunity?

Changing client expectations combined with an internal appetite for innovation means Asia's wealth firms have a unique opportunity to overhaul their digital offerings

Qiaojia Li, Rosecut Technologies

Asia’s rich spur wealth management expansion

Asia’s wealth management sector is booming as a new generation of investors comes forward

INVESTING IN SUSTAINABLE REAL ESTATE - SOCIAL AND ENVIRONMENTAL INVESTMENT CH 4/4

Crispin Royle-Davies, managing director and senior research analyst for public real assets at Nuveen, speaks to PWM about the key role of real estate assets in private portfolios.

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