03 March 2015
Martin Currie’s Andy Graham has warned that Indian assets have been overbought, adding an expected increase in profits is unlikely to filter through to investors in the near future.
27 February 2015
Xavier Hovasse, manager of Carmignac’s Emerging Discovery fund, takes a closer look at opportunities for investors in China and India.
24 February 2015
China’s global reach could widen if the MSCI China Emerging Markets index is opened up to domestic stocks and the IMF decides to include the renminbi in its special drawing rights currency basket this year. Nitesh Shah, associate director, research, at ETF Securities, analyses what the two events could mean for investors.
22 February 2015
One of the opportunities emerging from the resources scarcity challenge is replacement technologies and the adoption of ‘smart’ materials. Pieter Busscher, manager of the RobecoSAM Smart Materials fund, highlights the sectors set to grow in popularity in 2015
16 February 2015
China fund managers are preparing for ‘controversial’ changes to the benchmark index, which could also prompt adjustments to Investment Association definitions.
10 February 2015
Haiyan Li-Labbé, greater China analyst at Carmignac Gestion, highlights the many drivers that could eradicate the differences in price between local and overseas-listed Chinese companies in 2015
09 February 2015
Mirabaud's Daniel Tubbs looks at why managers are dubious about China.
04 February 2015
02 February 2015
Mark Williams, co-manager of the Liontrust Asia Income fund, explains why the peak of the bull run in Asian equities is not even close and the region’s dividend culture is here to stay.
02 February 2015
Neptune Investment Management is set to make a number of changes to its investment approach following a comprehensive review of the business, with the aim of improving performance.
29 January 2015
The impact of China’s slowing growth on the wider Asia region continues to worry investors in 2015. Yet pockets of opportunity have appeared recently, as the continued decline in the oil price boosts importers. Here, fund managers tell Investment Week about their favoured stocks, countries and contrarian plays.
27 January 2015
AXA Investment Managers has launched an investment strategy allocating to small- and mid-cap Chinese A-shares in an effort gain exposure to an untapped area of the market.
26 January 2015
Fiercely competitive but plagued by shaky logistics, China's e-commerce market differs wildly from the West. Diam Asset Management's Motoshi Nagai gives an inside look at the burgeoning sector.
26 January 2015
Dale Nicholls, portfolio manager of the Fidelity China Special Situations fund, explains why the fixation on China’s headline growth figures needs to stop in order to focus on the country’s reform agenda and e-commerce opportunities like Alibaba
20 January 2015
Former Ignis manager Diamond Lee is to take the reins of the $100m Old Mutual Greater China Equity fund.
Alex Wright, manager of the Fidelity Special Values investment trust, looks at smaller companies which are due a re-rating in 2015.
Financial services has witnessed a number of famous apologies over the years linked to fraud, rogue trading, and even train fare dodging. Investment Week remembers the most notable, and the ones which never were.
Fidelity's Leigh Himsworth is investing in wealth management companies as a key theme within his UK Opportunities fund, in the hope M&A and pension reforms will boost the sector.
Nick Greenwood, manager of the Miton Worldwide Growth investment trust, discusses a little-heralded UK equity fund that could prosper this year.
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