Sources of growth in the global economy are shifting with growth in developed markets accelerating, while emerging markets, and China in particular, have slowed. With lower oil prices and predicted interest rate rises to consider as well, how should investors tackle asset allocation?
Asset Allocation
Investors fear repeat of 2013 taper tantrum in emerging markets
A hike in interest rates by the Federal Reserve has been clearly signposted while emerging markets have better growth prospects than they did two years ago, but the developing world continues to eye central bank actions with trepidation
Alpha abounds in China despite significant headwinds
China continues to open up to foreign investors and although stockpickers have faced a tough time outperforming benchmarks of late, the right managers can add alpha
Central banks and geopolitical risk dominate investment markets
Do central bank actions or geopolitical developments have a greater impact on markets?
Private equity can help bring good governance to Africa
African business owners with expansion plans are increasingly realising they need to professionalise the way they operate, in order to draw capital and increase the firm’s value
Profits and pitfalls on private path into Africa
Africa is home to some of the world’s fastest growing economies and an increasing number of investors believe private equity could prove an effective way in. Yet the asset class remains niche and the risks very real
Equities offer best route to play macro themes
With a possible Grexit, lower oil prices and slowing growth in China all impacting the global economy, most private banks believe in being overweight equities, but differ in their appetites for risk
Booming property markets eye central bank actions
Real estate is providing both private and institutional investors with solutions to their hunt for yield, but some fear what will happen when the US and UK carry out their widely predicted rate rises
Facing the twin threats of inflation and deflation
Does inflation or deflation pose the greater threat and what can investors do to protect themselves against what lies ahead?
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?
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