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Equity

Patrick Mange, BNP IP

Emerging markets see light at end of the tunnel

The prospects for emerging markets look better than they have done for some time while equity valuations remain attractive. Is now the time to invest?

Simon Smiles, UBS

Should investors bet on banking stocks?

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

Didier Saint-Georges, Carmignac

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?

Lena Tsymbaluk, Morningstar

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

Anthony Cragg, Wells Fargo

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  

David Zahn, Franklin Templeton Investments

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  

Supriya Menon, Pictet

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

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