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From Asset Allocation / Equity February 28, 2012

European equities and economy following different paths

Worries over the eurozone remain, but European equities are attractively priced, while many of the continent’s large cap companies are well-positioned to make major inroads into emerging Asia

William De Vijlder, BNP Paribas Investment Partners
From Asset Allocation / Equity February 28, 2012

Volatility anomaly suggests slow and steady wins the race

Low risk equities tend to outperform their racier counterparts over the long-term and provide portfolios with much less volatility, thanks to human behaviour

From Asset Allocation / Equity February 2, 2012

Wealth institutions to increase allocations to equities and Asia

The world’s wealth institutions are planning to increase their allocations to equities, with Asian and Latin American markets looking especially attractive

From Asset Allocation / Equity January 30, 2012

Emerging markets wary of European fallout

While stockmarkets in China and Hong Kong fell significantly during 2011, few have lost faith in the long-term Asian growth story

Yaroslav Lissovolik, Deutsche Bank
From Asset Allocation / Equity November 28, 2011

Taming the Russian bear

Western institutions are queuing up to invest in Russian equities, believing them undervalued, but local entrepreneurs are much more sceptical about the risks involved

From Asset Allocation / Equity September 5, 2011

Value abounds amid American gloom

The US maybe suffering from slowing growth and worries over the national debt but falling equity prices are creating opportunities for adventurous stock pickers

Arjuna Mahendran, HSBC Private Bank
From Asset Allocation / Equity June 29, 2011

Emerging market strategies move to core status

Emerging markets are now firmly at the centre of investors’ portfolios, but opinion remains divided as how best to harness the rapid growth seen across the developing world

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From Asset Allocation / Equity June 1, 2011

Fragmentation of the global village

A number of potentially divisive cultural, economic and social issues are having an increasing impact on investment decisions.

From Asset Allocation / Equity May 4, 2011

Unlocking a world of opportunities

 
Timothy Heffer, Skagen Funds

With an ever-expanding investment universe open to private investors, identifying the right global strategy for clients can be extremely difficult, while providing the toolkit to access opportunities and hedge against risk is also a challenge.

Alexander Scurlock, Fidelity
From Asset Allocation / Equity March 3, 2011

Bright spots may yet cloud over

Investors have been largely underweight European equities of late, but inflows are improving with optimism driven by strong earnings growth in the North. However, there are worries that this may not be a long-term trend, writes Ceri Jones

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