Brazil, one of the best markets in 2016, has clearly underperformed in the past few weeks, writes Maarten-Jan Bakkum, senior strategist, emerging markets at NN Investment Partners.
Sterling climbs to seven-week high
Next part of managed separation
Congress delaying Trump's proposed reforms
Investors will lean to traditionally defensive assets
As a fully paid-up member of the evil metropolitan overlord class - aka the 'liberal-left media elite' - I have always been a tad amused by the absence of a second line of attack, namely we are all unnecessarily cynical.
Following IA sector consultation
Market rally falters
Large acquisitions due
Stabilisation in India and China
Sentiment finally turns positive
Worries over underlying drivers
Do not insist on cash handouts
James Hart, investment director for Witan Investment Services, has identified Asian areas of interest where the £1.7bn Witan and £194m Witan Pacific investment trusts have recently increased their exposure including Korea, Singapore and Japan.
Concerns about delays to promised tax cuts
More support needed for UK innovation
New lead managers named on funds
Since the turn of the year, Asian and emerging market (EM) equities in general have performed strongly and remain above the highs reached in Q4 of last year. Investors appear to have become more optimistic about the growth prospects for EM equities, but...
May to trigger Brexit on 29 March
Trump's victory fuelling small and mid caps
New team led by Jamie Kramer
Managed by Judith MacKenzie
Industry and manufacturing has been slow to develop compelling responses to the challenge of carbon emission reductions - until now, writes Seb Beloe, partner and head of research at WHEB Asset Management.
Long-biased long/short EM equities strategy