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Daniel Kranson, Vontobel Asset Management

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

Anja Hochberg, Credit Suisse

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?

Osamu Yamagata, Aberdeen Asset Management

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

Ed Cowart, Nordea

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

Leo Grohowski, BNY Mellon Wealth Management

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

Cesar Perez, JP Morgan Private Bank

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

Nicolas Simar, ING Investment Management

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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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

Alan Mudie, Société Générale Private Banking

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

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