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?
Equity

Upbeat investors continue to back developing regions
Emerging markets may have struggled of late but equities look to be good value and many companies have successfully implemented reforms which should make them more profitable going forward

Investors worried US market could run out of steam
The US economy appears healthy but stocks are expensive compared to Europe and investors are concerned equities’ six-year bull run could come shuddering to a halt

Holding on to income in a world of low yields
Investors can no longer rely on high quality bonds for income, and wealth managers need to persuade their clients to take on more risk in fixed income, while also embracing equities, if they are to be successful in the hunt for yield

Bargains to be found as emerging markets fall out of fashion
Most private banks are underweight emerging market equities following a torrid couple of years for these economies, but attractive valuations could represent something of a buying opportunity

Value to be found in emerging market equities
With emerging market equities trading at a discount to developed markets, investors are now prioritising value over growth when choosing stocks

Investing in emerging markets
Emerging market equities have underperformed their developed counterparts for the past three years, but cheap valuations, a pick-up in earnings growth and still abundant liquidity could support returns next year, believes Patrick Mange, head of APAC and Emerging Market Strategy at BNP Paribas Investment Partners. He spoke to Yuri Bender

Value to be found as Japan faces up to its demons
The jury may be out on Abenomics as the Japanese economy continues to struggle but equities are cheap and many predict new developments will give the stockmarket a boost
Europe a relatively bright spot within active management
Those active managers dealing in European equities, who have kept things simple and correctly identified and stuck to top-down trends, have tended to add alpha

Should investors be overweight bonds or equities?
HSBC’s Fredrick Nerbrand and Mike O’Sullivan of Credit Suisse discuss whether investors should be increasing allocations to bonds or equities
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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