Banking stocks in the US and eurozone had a difficult start to 2016 but opportunities are now arising for investors who choose carefully
Equity

Threat of further volatility stalks global stockmarkets
Equities endured a torrid start to 2016 and despite recovering lost ground, turbulence is likely to continue. How should investors respond?

Rewards for stockpickers amid market volatility in Asia
Volatility in Asian markets is likely to continue through 2016 and beyond, but there are real opportunities in individual stocks

Expect China to continue on its upward trajectory despite recent wobbles
China has a solid framework for growth in place and can be expected to manage the transformation of its economy, although there will be a few hiccups on the way. Current equity valuations could make this an attractive entry point

How can European investors generate income in a low interest rate, high volatility environment?
Greater flexibility in asset allocation, looking across the whole spectrum of equities and fixed income, is something investors should consider
High conviction strategies find alpha in ultra-efficient markets
In the hands of concentrated managers, portfolios can outperform benchmark indices even in the highly efficient US equity market
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

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
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

Quantitative easing and weak euro boost European stockmarkets
European stockmarkets have been surging ahead but the region’s companies need to improve their profitability if the boom is to last
Join PWM's Yuri Bender for the annual announcement of our Global Private Banking Awards, plus a bonus discussion about the industry's future with Mercer's Cara Williams, Aite Group's Alois Pirker and independent wealth consultant Seb Dovey.
PWM Digital Edition (December 2020 - January 2021)
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