Lawrence Gosling talks to Capital Group's Jody Jonsson, manager of the New Perspective strategy, about China's prospects, why Amazon is reasonably valued, and the attraction of tech start-ups for graduates.
Run by Edwardson and team
Liontrust AM's John Husselbee analyses which global markets are offering the best value as the first half of a volatile 2016 comes to a close.
With the Chinese economy showing signs of stabilisation after rounds of monetary easing and fiscal stimulus, what does the remainder of 2016 hold for the country, asks Wells Fargo's Anthony Cragg.
Developing regions out of favour for "some time"
Nearing end of stockmarket cycle
Managers do not think Brexit will happen
Global commodity slump also weakens outlook
Japan and eurozone feeling the pain
India and China most interesting in region
Investors need to be very selective in Asia, not only at the company level but also by country and industry, given very divergent growth trends. However, a more gradual normalisation in US monetary policy, as indicated recently by the US Federal Reserve,...
Consumer confidence improving
Holds less than 10% in direct China exposure
Follows disappointing earnings
Following January's panic, markets staged a strong recovery from their mid-February lows following central bank action, a firming in oil and commodity prices, a clearer picture on China and US interest rates.
Abi Oladimeji, head of investment strategy at Thomas Miller Investment, outlines the headwinds and tailwinds for Asia.
Bearish on central bank policy
Fell by 16% during March
Tech not immune from growth concerns
Baidu, Alibaba and Tencent
Joined in February 2015
EM duration offering attractive risk/returns
The long-term, secular trends that have fuelled Asia's rapid growth over the last decade are well known, yet one trend – the burgeoning Asian middle-class consumer – is a secular force that is still only in its early stages, according to T.Rowe Price's...
Supporting the 'big kid'