Charlie Jewkes

Oct 24, 2024 | pwmnet.com | Sammy Suzuki |Arthur Budaghyan |Charlie Jewkes |Norman Villamin

Emerging market equities have lagged their developed market counterparts in recent years, but are we in line for a change? Opportunities: by Sammy Suzuki, head emerging markets, AllianceBernsteinEmerging market (EM) equities have lagged developed market (DM) stocks over much of the past decade. But some trends look more promising than headlines would suggest. Earnings revisions for EM equities are finally beginning to look up, particularly in the technology and consumer-discretionary sectors.

Oct 15, 2024 | pwmnet.com | Charlie Jewkes |Norman Villamin |Ali Al-Enazi |Elliot Smither

Each month in PWM, nine top European asset allocators reveal how they would spend €100,000 in a fund supermarket for a fairly conservative client with a balanced strategy. Benjamin HamidiSenior portfolio manager, ABN AMRO Investment Solutions. Based in: Paris, France“The Fed has started its rate-cutting cycle and inflation continues to slow. European headline inflation has even fallen below the 2 per cent target.

Sep 25, 2024 | pwmnet.com | Norman Villamin |Ali Al-Enazi |Nigel Green |Charlie Jewkes

With interest rates unlikely to return to previous ultra-low levels, the wealth management industry faces huge challenges. The ‘new normal’ is a phrase frequently used to describe the prevailing economic environment. The world has undergone massive change following the Covid-19 pandemic and was further shaken by Russia’s invasion of Ukraine in February 2022.