John Ricciardi, CEO of Kestrel Investment Partners, takes a closer look at the fallout from recent global political events and the implications for investors in 2017.
There seems to be a curious symmetry between Donald Trump's plans for growth and those of the 'evil, trade dumpers' based in China.
From tackling 'Trump-enomics' and a rise in inflation, to ditching bond proxies and anticipating further political uncertainty, managers from Investment Week's November Funds to Watch conference share their views on how they are adjusting their strategies...
Likely to have slower growth going forward
Latest research from QuotedData
Quick-fire interview with Columbia Threadneedle CIO Burgess: Geo-political risk a 'big feature' for investors
Mark Burgess, CIO of Columbia Threadneedle, talks to Katrina Lloyd about the potential stagflationary impact of a Trump presidency and uncertainties for the UK outlook following the Brexit vote.
Financial regulators in Beijing and Hong Kong announced the launch of the Shenzhen-Hong Kong Stock Exchange Connect, slated for December, giving foreign investors access to the world's eighth largest exchange and more importantly China's high growth equity...
'Shock Trump victory would lead to discounts widening'
Shenzhen-HK Connect to be beneficial
Listed on Hong Kong Stock Exchange
Since the late summer of 2010, the MSCI China index has barely risen at all. However, such apparent placidity obscures how rough a ride the market has taken investors on writes Douglas Turnbull, manager of the Neptune China fund.
Fund managers reveal how they are navigating market uncertainty across the Asia region, and the stocks and sectors driving performance in their funds.
Some years ago, I wrote about our team's preference for maximum analytical flexibility as opposed to sector specialisation.
State-owned sector an issue
A rebound in commodity prices, a weaker dollar, a more dovish stance from the Federal Reserve, and an improving landscape in China all combined to give a number of emerging markets a new lease of life, writes Carmignac's Didier Saint-Georges.
Asia markets rise
At the start of the year, broad-based fears that an emergency step devaluation of the renminbi was needed to prevent China's economy undergoing a 'hard-landing' were weighing heavily on the country's stockmarket.
Maarten-Jan Bakkum, senior strategist, emerging markets at NN Investment Partners, explains how a small group of troubled countries is responsible for the deterioration of the average growth momentum in EMs.
Five years of downgrades
Especially with China remaining uncertain
Sold exposure following Brexit
Upgraded UK and European forecasts
China vehicles top but property funds hit
Highlights India and Indonesia