Allocation

According to Jürgen Maier, fund manager in the team «Emerging Markets Equities» at Raiffeisen Capital Management, Emerging Markets have weathered the economic crisis and will remain competitive thanks to massive investments in infrastructure in the years to come and enormous demand for consumer goods

Frank Gannon, principal and assistant portfolio manager at Legg Mason affiliate, Royce & Associates, believes discounted technology stocks currently offer investors a compelling investment opportunity...

The Natixis Asset Management teams have pinpointed three main themes in order to seize the market oportunities, including selectivity in the bond markets.

Oil prices have risen substantially in the past months. Given the ongoing unrest in the Middle East, a potential oil shock is still one of the biggest risks for economic growth and financial markets.

There are at least four new structural risks to consider: regulation, Middle East, euro zone’s crisis, and again the idea of a change in growth model of emerging countries.