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
Asia
Ball now in boutiques’ court for Asian recruitment game
With the regulator’s radar firmly tuned towards big banks, smaller players are now able to offer their relationship managers much greater flexibility, making them much more appealing in the battle for talent
Private banks poised to capture Asian clients
The wealth management sector in Asia-Pacific is fiercely competitive with both international and local players fighting for a piece of the action and looking for ways to differentiate themselves from opponents
How bad is the economic situation in China?
Min Lan Tan, head of UBS Wealth Management’s Asia Pacific investment office, and Christophe Donay, chief strategist at Pictet Wealth Management, discuss the situation in China
Expect China to continue on its upward trajectory despite recent wobbles
China has a solid framework for growth in place and can be expected to manage the transformation of its economy, although there will be a few hiccups on the way. Current equity valuations could make this an attractive entry point
China’s economy slowing but far from freefall
The Chinese economy is being restructured and the current slowdown is largely a reflection of this transition, while policymakers have plenty of room for manoeuvre
Is the wealth management M&A boom set to continue?
Consolidation in the wealth management industry looks set to continue in 2016. Julius Baer’s strategy of taking small stakes in emerging market firms takes advantage of local expertise while showing a commitment to wealth in developing regions, and is worthy of note
Should investors bet on India or China?
India is predicted to become the world’s fastest growing economy, while China’s has been slowing down, but what does the future hold for these countries and how should investors be positioned?
Volatile times lie in wait for global economy
Wealth managers do not have to be talented futurologists to know that the rebalancing of the global economy means higher volatility.
Hatching an investment plan to thrive in the new world order
Sources of growth in the global economy are shifting with growth in developed markets accelerating, while emerging markets, and China in particular, have slowed. With lower oil prices and predicted interest rate rises to consider as well, how should investors tackle asset allocation?
Clive McDonnell, head of global equity strategy at Standard Chartered Private Bank, tells Elliot Smither why he is bullish on US stocks, cautious on Europe and how private clients are feeling this late in the economic cycle.
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