Strong headwinds for the commodities sector show no sign of abating, but record share price falls for some companies have provided attractive entry points into the asset class.
Where are the best Asian opps?
Jean-Sylvain Perrig is the Chief Investment Officer at Union Bancaire Privee. He tells Alice Rigby why there will be opportunities in the US for some time to come and what a bout of positive trading in Japan means for his portfolios.
The risk that Europe is facing a Japan-style 'lost two decades' is increasing, and the euro will likely fall further, says UBP's Jean-Sylvain Perrig.
High Yield opportunities
There has been scant reward for investing in US airlines in the past, but a new focus on shareholder returns means airline stocks could soar, explains UBP investment specialist Cédric Le Berre.
Where are the top contrarian plays in the market currently?
Part II: Is peripheral Europe overvalued?