Unicredit’s Manuela D’Onofrio and Lim Say Boon from DBS discuss whether investors should head to developed or emerging markets in their global equity allocations
USA

Commodities suffer as investors flock to equities
Slowing growth in China has hit demand for commodities while funds have suffered outflows as investors reallocated to equities. But there are opportunities in the sector, for example in metals and timber

Sky-high prices for prime property widen horizons
Demand for prime property has driven up prices in gateway cities. Investors have responded by looking at secondary properties in these markets, while also considering less glamorous locations

Private banks put brakes on inflation
With central banks prioritising growth over curbing inflation, investors are searching for safe havens in which to hide their assets from the threat of rising prices
Roundtable: Will the US economic recovery grind to a halt?
The US economy has been performing better than most developed markets, but with a “fiscal cliff” on the horizon and a stuttering global economy, can this continue?

Watch out Europe, the Americans are coming
With US equities flavour of the month, confident American managers are looking to gain a greater share of European assets
Calling the shots
Facing up to a variety of challenges, groups which are seen as regional leaders in private banking are paving the way with company wealth management strategies which are responding to the changing landscape

Putting the currency wars in perspective
The strength of currencies has become a source of tension between some of the world’s biggest economies, especially the US and China, writes Elliot Smither. But how worried should private investors be?
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Join PWM's Yuri Bender for the annual announcement of our Global Private Banking Awards, plus a bonus discussion about the industry's future with Mercer's Cara Williams, Aite Group's Alois Pirker and independent wealth consultant Seb Dovey.
PWM Digital Edition (February/March 2021)
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