Manager favours South African consumer stocks and Asian/Central Europe financials
J.P. Morgan’s Emerging Markets Alpha Plus fund manager Ashraf El Ansary has halved exposure to IT stocks to 10%, after recent strong gains from the sector. El Ansary, who took over management of the...
Markus Schomer, chief economist at PineBridge Investments, explains why he is forecasting stronger growth in the next two years as three shocks that hit the global economy in the past 18 months fade away.
Also founder of Ascentric
Impacted by costs of Vision acquisition
Simon Currie, private investment funds partner at global law firm Morgan Lewis, examines how 'third country regimes' work and the implications for asset managers if an independent UK was allowed access to the EU single market.