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Raymond Chan
Positive Prospects for North Asia and China

CIO Equity Asia Pacific Raymond Chan outlines why he’s overweighting North Asia and why reforms are boosting China’s long-term prospects. Bottom line: In Asia, it’s all about picking the right stocks.




Stefan Hofrichter
Why Is Disinflation Happening?

Chief Economist Stefan Hofrichter outlines why, even though inflation rates are falling around the world, today’s disinflationary climate probably won’t become full-blown deflation.




Ben Fischer
High-Quality Stocks Should Outperform

NFJ’s Ben Fischer says the Fed is walking a tightrope between the unemployment and debt problems. Investors should expect slower growth this year, which means higher-quality stocks should outperform.




Scott Migliori
Why Valuations Don’t Tell the Whole Story

CIO Equity US Scott Migliori believes investors shouldn’t avoid domestic stocks because of high valuation levels; inflation is low and the economy is recovering, though heightened bullishness could contribute to a short-term downdraft.




Andreas Utermann
Making the Case for More Active Management

Global CIO Andreas Utermann says the best thing active managers can do for their clients is be more active. That means focusing on two “sweet spots” to generate alpha: focused stock picking and diversified stock picking.




Asset Bubbles PDF
Towards a New Asset Bubble?

Is ultra-easy monetary policy helping to create a series of asset bubbles across the globe in equities, bonds and real estate? Stefan Hofrichter, head of global economics & strategy, thinks these worries are inflated.






Andreas Utermann
Taking ‘Smart Risk’ to Achieve Active Return

With ongoing global financial repression, low interest rates and political unrest, CIO Equity Europe Neil Dwane and his “Crystal Maze” model point to equities and risk assets as the best investment ideas of 2014.




Neil Dwane
Equities the Way Out of 2014 'Crystal Maze'

With ongoing global financial repression, low interest rates and political unrest, CIO Equity Europe Neil Dwane and his “Crystal Maze” model point to equities and risk assets as the best investment ideas of 2014.




Andreas Utermann
Changing Markets Transforming Equity Investing

Global CIO Andreas Utermann presents the key discussion topics at our 2014 Investment Forum in Hong Kong, including why increasing market correlations make it important to take an unconstrained approach to equity investing.





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