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From Asset Allocation / Equity December 3, 2014

Investing in emerging markets

Emerging market equities have underperformed their developed counterparts for the past three years, but cheap valuations, a pick-up in earnings growth and still abundant liquidity could support returns next year, believes Patrick Mange, head of APAC and Emerging Market Strategy at BNP Paribas Investment Partners. He spoke to Yuri Bender

Alan Mudie, Société Générale Private Banking
From Asset Allocation / Equity December 3, 2014

Value to be found as Japan faces up to its demons

The jury may be out on Abenomics as the Japanese economy continues to struggle but equities are cheap and many predict new developments will give the stockmarket a boost

From Asset Allocation / Equity November 17, 2014

Europe a relatively bright spot within active management

Those active managers dealing in European equities, who have kept things simple and correctly identified and stuck to top-down trends, have tended to add alpha

Fredrik Nerbrand, HSBC
From Asset Allocation / Equity September 16, 2014

Should investors be overweight bonds or equities?

HSBC’s Fredrick Nerbrand and Mike O’Sullivan of Credit Suisse discuss whether investors should be increasing allocations to bonds or equities

Jan Dehn, Ashmore
From Asset Allocation / Equity August 29, 2014

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?

Alan Mudie, Société Générale Private Banking
From Asset Allocation / Equity July 14, 2014

Equities draw interest despite valuation concerns

With global equity markets at record highs, investors are having to hunt far and wide to find value, but wealth managers believe the asset class remains attractive

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From Asset Allocation / Equity July 8, 2014

Opportunities in European equities

Thierry Rojat, from the European equities division at BNP Paribas Investment Partners, talks to Yuri Bender about investment opportunities, examines the impact of the ECB’s monetary policy on markets and evaluates geopolitical risks of which investors should be aware

Max Anderl, UBS
From Asset Allocation / Equity June 10, 2014

Equity markets tread water as ECB prepares to move

Will European equity markets be able to maintain their recent highs if the ECB enacts widely anticipated measures to combat falling inflation and a strong euro?

Yves Bonzon, Pictet & Cie
From Asset Allocation / Equity May 7, 2014

Pictet seeks safety in developed markets

Despite attractive valuations, emerging market equities are best avoided, believes Pictet Wealth Management's Yves Bonzon, while the developed world can offer a better return on capital

Jan Dehn, Ashmore
From Asset Allocation / Equity April 23, 2014

Does economic growth equal equity returns?

Emerging markets look set to enjoy higher levels of GDP growth than the developed world, but will this benefit shareholders?

Clients of private banks share a huge amount of data and family information with their financial providers, yet the service they receive seldom matches expectations. The time has come for these wealth managers to learn from other industries.

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