Closing on 10 May
2.1% holding in his Finsbury trust
EMs saw significant ETF inflows
IA lowered the yield hurdle from 110% to 100%
Joins Andrew Neville
Tim Love, investment director for emerging market equities at GAM, explains why the team is biased towards the frontier markets of Vietnam, Argentina, Romania and Pakistan.
Supporting Stephen Adams
Latest Dividend Monitor
Keep pace with holdings
Political stability crucial
EEC founded in 1957
Witold Bahrke, senior strategist at Nordea Asset Management, discusses how sustainable the recent stockmarket rally is and what is in store for bonds.
Confidence in the Abe administration
Among emerging markets, India has proven to be the most consistent and sustainable investment opportunity over the last three years thanks to its changing fundamentals.
Investors are overlooking the long-term prospects
'Highly selective approach'
Funds overweight cyclicals will see 'best returns'
Demand for alternative income
BofA Merrill Lynch survey
FTSE 100 suffers worst day since Brexit vote
Dale Nicholls, manager of the Fidelity China Special Situations trust, talks to Lawrence Gosling about the speed of change in China in areas like e-commerce.
Sees $1.4bn inflows during quarter
Flows of $6.4bn over 16 weeks