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Scilla Huang Sun, Swiss & Global

Luxury loses some lustre amid emerging market woes

Luxury brands have flourished in recent years, but how will they be affected by the slowdown in emerging markets and the Chinese government’s crackdown on excess?

Kurt Feuerman AllianceBernstein

US economy edging back towards normal

US stockmarkets have had a shaky start to the year but fund managers remain convinced that the economic recovery will continue and equities should do well

Joohee An, Mirae Asset Global Asset Management

Value still available amid Asian consumer boom

Investors are drawn to the dramatic rise of the Asian consumer, but is the best way to access this trend via regional companies on the way up or through established global brands?

Emerging market equities to play catch up through 2014

Equities, especially in emerging markets, should enjoy a good year as the global economy improves, although volatility is likely to increase

Hang Seng

Why invest in global emerging market small cap equities?

Small companies are often better placed than their larger equivalents to benefit from the rise of the emerging market consumer class, while also offering diversification benefits

Michael O'Sullivan, Credit Suisse

Radical change for factors shaping emerging market growth

Fears over falling growth rates and the end of QE have made investors wary of emerging markets, but these economies should receive a boost as the developed world recovers

Raj Tanna, JP Morgan Private Bank

Equities riding in the slipstream of a global recovery

Private bankers and wealth managers believe an improving global economy bodes well for equities, particularly in Europe. But not all clients are convinced

Patrick Chang, BNP Paribas Investment Partners

Southeast Asia full of promise if investors do their homework

Investors considering Southeast Asia must delve into the backgrounds of the families who own much of the region’s businesses, while smaller firms are often the best bet

Robert Ruttmann, Bank Julius Baer

Investors eager to access African equities

Africa’s growth story is beginning to grab investors’ attention, but the continent’s stockmarkets are hard to penetrate meaning private equity may be the best route in

Henderson still bullish on Japanese equity

With the performance of stockmarkets around the world varying hugely so far this year, asset allocation calls are crucial

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