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
Equity
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
Banking stocks back on the menu
High net worth individuals appear to have finally overcome their fear of banking stocks, but allocations to the financial sector are very selective with US groups much more appealing than their European counterparts
Is Abenomics the right medicine for Japan’s ills?
Recent falls in Japanese equities have shaken some private bankers’ faith in the ability of Prime Minister Shinzo Abe to fix the structural problems that plague his country
Widening the net to make commodities pay
Commodity-related funds may have been suffering of late but Martin Currie’s Duncan Goodwin has found success running the Global Resources fund by diversifying across a wide range of sectors and focusing on company strategy and management rather than the index
Catching the stockmarket surge
Equities offer investors attractive valuations and the promise of yield, but their biggest selling point is the lack of viable alternatives
Seeking European equities with international exposure
PWM invited leading figures in the wealth management industry to discuss whether a shift from bonds to equities is really underway and which European stocks would sit best in private client portfolios
Money moves into European equities as region steps back from the brink
Last year’s rally in European equities was mainly due to the likelihood of a eurozone break-up diminishing, but corporate earnings need to improve if this momentum is to continue
The continued rise of the Asian consumer
Asian consumer stocks have been hot for many years now, but do they still provide good value?
Global Private Banking Awards 2023
PWM Digital Edition (June - July 2023)
Wealth Tech Awards 2023
Join our community
|
|
|
|
|