Norman Villamin

Oct 29, 2024 | pwmnet.com | Elisa Trovato |Ali Al-Enazi |Shannon Saccocia |Norman Villamin

In a US election that is too close to call, investors are weighing up what both candidates’ administrations may mean for portfolios. With Donald Trump overtaking Kamala Harris as the candidate Americans trust most with the economy, according to a recent FT poll, investors are increasingly adjusting portfolios in anticipation of significant market shifts driven by the prospect of the former president reclaiming the White House in November’s election.

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 22, 2024 | businesstimes.com.sg | Norman Villamin

CHINA’s authorities have failed to meet the market’s excessive expectations relating to its next steps in its “whatever-it-takes” efforts to restore sustained growth momentum. However, investors can take solace in the fact that China faced a similar threat – during the 1997-98 Asian/Russian crises – and responded forcefully, laying the foundation for economic growth in the early-21st century.

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 26, 2024 | pwmnet.com | Shannon Saccocia |Norman Villamin |Yuri Bender |Ali Al-Enazi

US consumers have moved on from post-pandemic euphoria, struggling to keep up with rising prices, even though economic data looks historically positive. Take today’s economic data and drop them into pretty much any other period of history and most Americans would feel positive. The US economy is growing at an annualised rate of more than 2 per cent. It has added almost 1.5m jobs so far this year. Wages are rising faster than inflation, now just 2.5 per cent.