Highlights India and Indonesia
Global equity long/short vehicle
Over the past year, emerging market (EM) assets have looked much perkier. MSCI's emerging market stock gauge is up 13% this year, almost four times as much as the broader MSCI World index of developed-nation stocks.
Julian Howard, investment director in GAM's Multi-Asset Class Solutions team, analyses the implications of elevated equity valuations and falling earnings for investors
To be managed by William Lock
Working with several institutional funds
Joins Louise Shaw and Nicholas Regan
Part of new report on executive pay
Helped by foreign currency exposure
Richard Romer-Lee continues his series of informal interviews
Black also worked at Deutsche Bank
Cash weightings increased in portfolios
Chris Smith, analyst - Japanese equities at Polar Capital, discusses the evolution of the Japanese market and the search for income.
Tilney Bestinvest reveals best-selling funds
Joined firm in November 2014
Joined on 1 August
Best ideas from host countries since 1980
There is no doubt the principal immediate consequence of the Brexit vote has been a further increase in uncertainty.
A couple of weeks back, I found myself spending a lovely afternoon with an old friend who says he works in emerging markets investing but looks suspiciously like someone who works for the CIA.
More than a month on from the EU referendum and the sky has not fallen in. Helped by the Conservative party's usual brutal efficiency that ensured the political vacuum was quickly filled, financial markets have stabilised.
The UK has voted: Brexit it is. Even though the uncertainty around the vote result is behind us, a new road full of unknowns opens up, writes Florence Barjou, deputy head of active investment strategies and head of multi-asset investments at Lyxor Asset...
Interest rates set to be lower for longer
Ali Unwin, manager of the Neptune Global Technology fund, details five ways to gain exposure to electric vehicles without opting for the "high valuation and share price volatility" of Tesla.
Small overweight retained in Japan