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Banks aim to limit pain of rate rises

The US Federal Reserve plans to gradually raise interest rates in the coming years, but what are the effects likely to be and how can investors take advantage of opportunities and avoid the pitfalls created by this tightening?

Alan Higgins, Coutts

Fears of deflation overblown

Investors should position portfolios for continued economic growth and modest inflation, says Coutts’ CIO Alan Higgins

Anthony Cragg, Wells Fargo

MINT a meaningless acronym for four disparate countries

Individually, Mexico, Indonesia, Nigeria and Turkey contain a great deal of value. But they have nothing in common

Domestic demand drives Eastern Europe’s recovery

Growth in the CEE region is being driven by a combination of domestic demand and investments from external sources, increasing its resilience, although worries remain about Turkey and Russia in particular

Jan Dehn, Ashmore

Frontier markets: a good time to take the long view

Frontier markets are volatile, but offer stronger longer-term returns to investors

Mark Mobius, Templeton

Opening up frontier markets

As frontier markets develop, the opportunities available to investors are considerable, but detailed research is required to avoid the pitfalls

Rahul Chadha, Mirae Asset

India on right path despite sluggish reforms

Investors may criticise the pace at which Indian reforms are being implemented but the country should still see impressive economic growth this year

Themis Themistocleous, UBS

Betting on the euro

Should wealth managers be speculating on currency falls? And if so how?

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From Asset Allocation / Portfolio Management April 28, 2015

Counting the cost of ‘Brexit’ from the EU

The Conservatives have promised a referendum on Britain’s membership of the EU should they win the 7 May election, but what risks would a ‘Brexit’ bring?

Anja Hochberg, Credit Suisse
From Asset Allocation / Portfolio Management April 27, 2015

European equities worth exploring

With Europe on the road to recovery and political disruptions seen as buying opportunities, is now the time for investors to increase allocations to eurozone equities?

Latest PWM video

Denise Voss, chairman of Luxembourg's funds association, ALFI, talks about opportunities, threats and innovations for the Grand Duchy, including Brexit, the boom in alternative assets and trends in sustainable investing.

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