Sources of growth in the global economy are shifting with growth in developed markets accelerating, while emerging markets, and China in particular, have slowed. With lower oil prices and predicted interest rate rises to consider as well, how should investors tackle asset allocation?
China
Alpha abounds in China despite significant headwinds
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
India on right path despite sluggish reforms
Investors may criticise the pace at which Indian reforms are being implemented but the country should still see impressive economic growth this year
Best of Brics crown is up for grabs
Bradesco’s Reinaldo Le Grazie and Manuela D’Onofrio of UniCredit discuss which of the Bric economies offers the best investment opportunities
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
Equities draw interest despite valuation concerns
With global equity markets at record highs, investors are having to hunt far and wide to find value, but wealth managers believe the asset class remains attractive
Plotting a path into Chinese equity markets
Once the decision to allocate to Chinese equities has been made, investors must determine how broad an area to focus on and whether to go for a foreign or domestic manager
Political pressures put investors off emerging market equities
Recent sell-offs in emerging market equities have been dramatic, but most fund managers believe the asset class remains a compelling long-term investment
Emerging markets down but not out
Political upheavals and the tapering of QE have hit emerging markets hard, but some investors are highlighting the attractive valuations and long-term opportunities available in these economies
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