18 May 2015
First State Stewart’s global emerging markets team is turning more positive on one of investors’ least-loved global equity markets, saying valuations now warrant closer attention.
15 May 2015
For the past few years, Investment Week’s editorial director Lawrence Gosling and myself have been engaged in a bout of contrarian jousting.
12 May 2015
Fund managers have been taking profits on Chinese A-shares after a strong run, focusing instead on H-shares to power the next leg of growth.
12 May 2015
Ruffer's Hamish Baillie and Steve Russell have said Chinese equity markets could soar further as the Hong Kong-Shanghai Stock Connect continues to boost sentiment and trading volumes.
11 May 2015
Schroders’ head of Asia ex Japan equities Robin Parbrook has told investors not to expect stellar returns from Asian equities as several headwinds threaten the asset class.
11 May 2015
China’s central bank has cut interest rates for the third time in six months as it tries to shore up its slowing economy in the face of low inflation and a cooling property market.
10 May 2015
Julian Chillingworth, chief investment officer of Rathbone Unit Trust Management, analyses the drivers behind recent strong performance for Chinese equities and foreign investors’ apparent reluctance to jump on board
30 April 2015
Investors are moving out of frontier markets and in to global emerging market vehicles, including BRIC funds, to capture a reversal in their fortunes.
24 April 2015
Joep Huntjens, head of Asian debt at NN Investment Partners (formerly ING Investment Management), explains why Asia will be the biggest winner as the economics of oil continues to change.
23 April 2015
Crispin Odey has warned of a bubble in European equities, saying ECB QE has left investors with no option but to buy the asset class - similar to the dynamic now visible in China.
20 April 2015
The FTSE 100 index moved back above 7,000 this morning after the Chinese central bank announced stimulus measures to prop up its economy.
16 April 2015
Mona Shah examines the diverging fortunes of emerging market countries as the strong dollar and an expected rise in US interest rates take their toll.
14 April 2015
Robin Hepworth, chief investment officer at Ecclesiastical Investment Management, explains why investors need to realise their is more to Asia than China
07 April 2015
Evidence of a moderate slowdown in economic growth should not be feared as any pain as a result of China’s rebalancing will be manageable in the long term, says Mark Williams, co-manager of the Liontrust Asia Income fund
Melissa Gallagher, head of investment trusts at Allianz Global Investors, analyses the role investment trusts can play in pension planning as more investors avoid annuities.
Mary-Therese Barton, senior investment manager at Pictet Asset Management, analyses if the Mexican government’s determination to implement its structural reforms and maintain economic stability is helping or hindering the market.
From financials and Brazilian equities to preference shares, managers tell Investment Week more about their best contrarian stock, sector, and regional picks for 2015.
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