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From Asset Allocation / Equity July 3, 2013

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

Daniel Murray, EFG Asset Management
From Asset Allocation / Equity July 2, 2013

Is Abenomics the right medicine for Japan’s ills?

Recent falls in Japanese equities have shaken some private bankers’ faith in the ability of Prime Minister Shinzo Abe to fix the structural problems that plague his country

Duncan Goodwin, Martin Currie
From Asset Allocation / Equity May 30, 2013

Widening the net to make commodities pay

Commodity-related funds may have been suffering of late but Martin Currie’s Duncan Goodwin has found success running the Global Resources fund by diversifying across a wide range of sectors and focusing on company strategy and management rather than the index

Claudia Panseri, SocGen
From Asset Allocation / Equity May 1, 2013

Catching the stockmarket surge

Equities offer investors attractive valuations and the promise of yield, but their biggest selling point is the lack of viable alternatives

Florent Brones, BNP Paribas Wealth Management
From Asset Allocation / Equity April 10, 2013

Seeking European equities with international exposure

PWM invited leading figures in the wealth management industry to discuss whether a shift from bonds to equities is really underway and which European stocks would sit best in private client portfolios

Philippe Brugere-Trelat, Franklin Templeton
From Asset Allocation / Equity April 10, 2013

Money moves into European equities as region steps back from the brink

Last year’s rally in European equities was mainly due to the likelihood of a eurozone break-up diminishing, but corporate earnings need to improve if this momentum is to continue

Robert Horrocks, Matthews Asia
From Asset Allocation / Equity April 8, 2013

The continued rise of the Asian consumer

Asian consumer stocks have been hot for many years now, but do they still provide good value?

Julien Seetharamdoo HSBC
From Asset Allocation / Equity February 28, 2013

Investors probe deeper into developing economies

Investors are looking for under-valued stocks in the biggest emerging markets, while smaller or less mature economies are also proving popular

Bill McQuaker, Henderson
From Asset Allocation / Equity February 28, 2013

Go for growth or value in the equity space?

Henderson's Bill McQuaker and BNP Paribas' Florent Bronès discuss whether investors looking to equities should head for growth or value-orientated stocks

images/files/2013_02/Cover_story_pic_1_Manuela_DOnofrio_UniCredit_Private_Banking.jpg
From Asset Allocation / Equity January 31, 2013

Stepping away from the edge

As politicians in the US scrambled to avert the dreaded fiscal cliff, asset managers responded by repositioning portfolios, anticipating 2013 will be a good year for equities

Manuela D’onofrio, UniCredit Private Banking

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