Bradesco’s Reinaldo Le Grazie and Manuela D’Onofrio of UniCredit discuss which of the Bric economies offers the best investment opportunities
Americas & Caribbean

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

The ups and downs of inflation
The eurozone is perilously close to slipping into deflation while there are fears that the Fed’s huge quantitative easing programme could lead to high inflation in the US. How worried should investors be?

Fragmented landscape creates opportunities in emerging market bonds
Emerging markets are facing a tough economic environment but some countries are performing better than others, creating opportunities for investors

Can election fever prove harmful to investors?
A number of the biggest developing economies have scheduled elections this year but just how big an impact do these polls have on markets?

Political pressures put investors off emerging market equities
Recent sell-offs in emerging market equities have been dramatic, but most fund managers believe the asset class remains a compelling long-term investment

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