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
Equity
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
European equities worth exploring
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?
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
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