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
Asia

European diet sours Mirae Asset’s Korean breakout
European banks looking East prefer to do business with local managers, believes Mirae Asset’s Jung Ho Rhee, but there is no denying the Asian investment story has lost some of its allure, at least for the time being

Modi’s victory heralds dawn of a ‘new era’ for India
Investors are confident that newly elected Indian prime minister Narendra Modi will be able to swiftly implement much needed reforms

Plotting a path into Chinese equity markets
Once the decision to allocate to Chinese equities has been made, investors must determine how broad an area to focus on and whether to go for a foreign or domestic manager

Political pressures put investors off emerging market equities
Recent sell-offs in emerging market equities have been dramatic, but most fund managers believe the asset class remains a compelling long-term investment

Emerging markets down but not out
Political upheavals and the tapering of QE have hit emerging markets hard, but some investors are highlighting the attractive valuations and long-term opportunities available in these economies

Société Générale's return home a sign of things to come
SocGen’s sale of its Asian private banking unit to DBS marks a change of emphasis for the bank and could be the first of many

Should investors still favour emerging economies?
Ineke Valke of Theodoor Gilissen and BlackRock’s Jeff Shen discuss the role emerging markets should be playing in portfolios

Luxury loses some lustre amid emerging market woes
Luxury brands have flourished in recent years, but how will they be affected by the slowdown in emerging markets and the Chinese government’s crackdown on excess?

Value still available amid Asian consumer boom
Investors are drawn to the dramatic rise of the Asian consumer, but is the best way to access this trend via regional companies on the way up or through established global brands?
Latest PWM video
Steve Brice, Chief Investment Strategist at Standard Chartered Private Bank, tells Elisa Trovato why he favours US and Asia ex-Japan equities, despite trade tensions, and explains why contrarian calls may work in the current market environment.
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