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Maty Ndiaye, Duet

Profits and pitfalls on private path into Africa

Africa is home to some of the world’s fastest growing economies and an increasing number of investors believe private equity could prove an effective way in. Yet the asset class remains niche and the risks very real

Supriya Menon, Pictet

Equities offer best route to play macro themes

With a possible Grexit, lower oil prices and slowing growth in China all impacting the global economy, most private banks believe in being overweight equities, but differ in their appetites for risk 

Daniel Roy, La Banque Postale

La Banque Postale out to deliver broader fund menu

French institution La Banque Postale decided the best way to expand its product range was through a partnership with Dutch insurer Aegon, says asset management CEO Daniel Roy, and has a new suite of multi-asset funds due out next year

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

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

Lisa Vizia, Saffery Champness

Guernsey’s international outlook reaps rewards

Guernsey’s financial services industry retains its historic links to London but is now managing to attract clients from much further afield, while also moving up the value chain

Mark Mobius, Templeton
From Regions / Asia / Myanmar

Opening up frontier markets

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

Daniel Kranson, Vontobel Asset Management
From Regions / Europe

Quantitative easing and weak euro boost European stockmarkets

European stockmarkets have been surging ahead but the region’s companies need to improve their profitability if the boom is to last

Rahul Chadha, Mirae Asset
From Regions / Asia / China

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

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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