European stockmarkets have been surging ahead but the region’s companies need to improve their profitability if the boom is to last
Equity

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

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
FT Wealth Management Summit: Key ideas and speakers
Join PWM and the FT for the highlights of our summit about delivering the three Ds: digitalisation, diversity and democratisation of investments in wealth management
Global Private Banking Awards 2022
PWM Digital Edition (December 2022 - January 2023)
Wealth Tech Awards 2023
Join our community
|
|
|
|
|
