Europe’s economy appears to be moving in the right direction, but are equities in the region overvalued and which areas should investors leave well alone?
Regions

Emerging markets down but not out
Political upheavals and the tapering of QE have hit emerging markets hard, but some investors are highlighting the attractive valuations and long-term opportunities available in these economies
Swiss banks reeling as US tax deal begins to bite
Swiss banks are seeing their reputations take a battering as they face up to US charges of tax evasion, yet they have no option but to comply with the authorities
Russian incursion felt far beyond Ukraine’s borders
The economic fallout of Russia’s actions in Ukraine will affect not only individuals and businesses in the two countries, but global financial centres

Société Générale's return home a sign of things to come
SocGen’s sale of its Asian private banking unit to DBS marks a change of emphasis for the bank and could be the first of many

Uneven road ahead for Luxembourg’s global gateway
Luxembourg is expecting a surge in business as AIFMD takes hold, while emerging market institutions are increasingly active in the Duchy. But BNP Paribas’ Frédéric Pérard warns of clouds gathering on the horizon

Clear benefits tempt private investors back to hedge funds
Hedge funds can play an important role in preserving and growing capital, but despite huge interest from institutional investors, the events of 2008 still loom large in private clients’ memories

Should investors still favour emerging economies?
Ineke Valke of Theodoor Gilissen and BlackRock’s Jeff Shen discuss the role emerging markets should be playing in portfolios

Luxury loses some lustre amid emerging market woes
Luxury brands have flourished in recent years, but how will they be affected by the slowdown in emerging markets and the Chinese government’s crackdown on excess?

US economy edging back towards normal
US stockmarkets have had a shaky start to the year but fund managers remain convinced that the economic recovery will continue and equities should do well
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