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
Asset Allocation
Money moves into European equities as region steps back from the brink
Will emerging market corporate bonds prove to be a permanent fixture?
Both top-down and bottom-up analysis are key when considering allocations to emerging market corporate bonds, while investors should tread carefully when it comes to high yield
The continued rise of the Asian consumer
Asian consumer stocks have been hot for many years now, but do they still provide good value?
Absolute return products and the promise of a smoother ride for investors
Absolute return products promise to reduce a portfolio’s volatility, but with no clear definition about what makes up these vehicles, investors need to be certain just where they are putting their money
Private banks put brakes on inflation
With central banks prioritising growth over curbing inflation, investors are searching for safe havens in which to hide their assets from the threat of rising prices
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
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
Borrowers go private in hunt for credit
With banks in Europe shrinking their balance sheets, borrowers will have to look elsewhere for credit, opening up opportunities for private credit providers
Buying art for investment’s sake
Fine art is a huge business and as an asset class can provide something of a safe haven, but it is not an area in which many private banks are currently able to offer advice to clients
Emerging market debt shows no sign of a let-up
Although yields may not be quite as high seen last year, 2013 looks to be another good year for emerging market debt with more developing countries being rerated higher
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