Ten funds producing red hot returns in 2015
Lucy Macdonald, co-manager of the Brunner investment trust, says investors need balanced portfolio exposure and valuation discipline to take advantage of short-term opportunities.
John Wyn-Evans, head of investment strategy at Investec Wealth & Investment, takes a closer look at the global impact of recent currency wars and a future rise in US interest rates.
Pieter Busscher, portfolio manager of the RobecoSAM Smart Materials fund, looks at the manufacturing and technological innovations – from robots to 3D printers – which will continue to push production ahead, despite the significant decline of raw...
Dhananjay Phadnis, manager of the Fidelity Emerging Asia fund, examines how emerging markets have weathered recent storms and identifies future challenges for these countries.
China’s Shanghai Composite index is on the verge of bear market territory after falling more than 8% in overnight trading.
Despite the soaring performance of China’s domestic stock markets over the last year, Asia remains the medium-term laggard. Paul Hilsley, manager of the L&G Asian Income trust, explores if forthcoming rate cuts and reforms on investment spending will...
Peter Fitzgerald, head of multi-asset at Aviva Investors, analyses the growth prospects for developed and emerging markets and the impact of future central bank actions.
Anthony Bolton has urged investors to be "steely" and hold on to their nerve particularly during volatile times, as he talked about his tenure as fund manager of the UK's largest unit trust.
Emerging markets funds have been hit by the biggest level of outflows in seven years, as issues including MSCI stalling on adding Chinese A-shares to its benchmarks weighed on sentiment.
Index provider MSCI has said it will not include China A-Shares in its global and emerging market benchmarks until issues relating to liquidity and ownership are resolved.
The prices of core commodities, including oil and iron ore, have plunged in recent years. Michael Hulme, commodity equities fund manager at Carmignac Gestion, analyses the areas still able to offer value as industries consolidate and respond to price...
From urbanisation and the rise of a new middle class in emerging markets, to a renewed focus on corporate governance, managers explain which global structural changes are having the greatest impact on their portfolios.
Peter Askew, co-manager of the T. Bailey Growth fund, says investors are at risk of missing out on the best Asian opportunities by only allocating to the region through emerging market labels
Renewed yen weakness could bring about a fresh global currency war resulting in a 'tidal wave of deflation' in China and the West, Société Générale's Albert Edwards has warned.
Chinese funds saw the largest weekly inflows since 2008 this week, with hot money flowing into Chinese A-shares ETFs, before the 6.5% correction seen in the market yesterday.
Chinese mainland shares have plummeted 6.5% as investors took profits, as a fresh squeeze on margin financing was blamed for the latest blip in the country's fierce equity rally.
Jade Fu, investment manager at Heartwood Investment Management, analyses the public and private debt balances of Asian economies, and how they impact investors in the region
Stuart Parks, head of Asian equities at Invesco Perpetual, explains why despite China’s strong equity market gains in recent months, investors may be too optimistic on other Asian countries
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.
Battle of the unloved assets
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.
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.