Emerging market bonds have always been volatile and the Fed’s comments about the end of QE saw large numbers of retail investors flee the asset class. But there is a sense the market overreacted and the sell off has created a buying opportunity
Americas & Caribbean

Rout subsides to reveal opportunities in emerging market bonds
Banking stocks back on the menu
High net worth individuals appear to have finally overcome their fear of banking stocks, but allocations to the financial sector are very selective with US groups much more appealing than their European counterparts
Swiss moves over bank secrecy could go global
Switzerland’s suspension of secrecy laws suggests global cooperation over tax strategy is possible, but wealth managers need to raise their game if they are to guide clients through this new world
North America back on top as wealth rebounds
North America and Asia-Pacific have led global levels of wealth to new highs, while indications are that high net worth individuals favour a streamlined approach to management

Carnival spirit could turn Brazil’s fortunes around
The Brazilian stockmarket has endured a torrid time of late, but the economy has good long-term growth prospects

East vs West in global equity allocations
Unicredit’s Manuela D’Onofrio and Lim Say Boon from DBS discuss whether investors should head to developed or emerging markets in their global equity allocations

Commodities suffer as investors flock to equities
Slowing growth in China has hit demand for commodities while funds have suffered outflows as investors reallocated to equities. But there are opportunities in the sector, for example in metals and timber

Sky-high prices for prime property widen horizons
Demand for prime property has driven up prices in gateway cities. Investors have responded by looking at secondary properties in these markets, while also considering less glamorous locations

Private banks put brakes on inflation
With central banks prioritising growth over curbing inflation, investors are searching for safe havens in which to hide their assets from the threat of rising prices
Roundtable: Will the US economic recovery grind to a halt?
The US economy has been performing better than most developed markets, but with a “fiscal cliff” on the horizon and a stuttering global economy, can this continue?
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 (December 2020 - January 2021)
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