The prospects for emerging markets look better than they have done for some time while equity valuations remain attractive. Is now the time to invest?
Americas & Caribbean

Emerging markets see light at end of the tunnel

The consequences of ultra-loose central bank monetary policy
Have markets lost faith in central banks? Have their policies failed? What happens next? Mark Haefele, global chief Investment officer at UBS Wealth Management, Didier Saint-Georges, MD and member of the Investment Committee at Carmignac and Paul Lambert, head of currency, Insight Investment give their views on how investors should be reacting

Panama fallout leaves banks in deep water
The scandal surrounding the Panama Papers have put the Central American country on the front pages for all the wrong reasons, but it is banks working with international law firms who should really be under the microscope
High conviction strategies find alpha in ultra-efficient markets
In the hands of concentrated managers, portfolios can outperform benchmark indices even in the highly efficient US equity market
Swiss and US names dominate private banking brand rankings
UBS’s brand value has surged by almost a third over the past 12 months, giving it a clear lead over its rivals

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

Best of Brics crown is up for grabs
Bradesco’s Reinaldo Le Grazie and Manuela D’Onofrio of UniCredit discuss which of the Bric economies offers the best investment opportunities

Northern Trust sees room for old firms in new world
Northern Trust’s long history gives it an advantage over younger rivals, believes wealth management boss Steven Fradkin, who sees the firm’s future competitors as processing and technology companies rather than private banks

Investors worried US market could run out of steam
The US economy appears healthy but stocks are expensive compared to Europe and investors are concerned equities’ six-year bull run could come shuddering to a halt

Bargains to be found as emerging markets fall out of fashion
Most private banks are underweight emerging market equities following a torrid couple of years for these economies, but attractive valuations could represent something of a buying opportunity
Join PWM's Yuri Bender for the annual announcement of our Global Private Banking Awards, plus a bonus discussion about the industry's future with Mercer's Cara Williams, Aite Group's Alois Pirker and independent wealth consultant Seb Dovey.
PWM Digital Edition (February/March 2021)
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