15 December 2014
Neptune’s CEO Robin Geffen is refraining from holding any UK equities within his global portfolios due to risks surrounding the upcoming general election.
12 December 2014
As people live longer than ever before and traditional sources of income fail to yield enough for lengthy retirement periods, choosing the correct income source is becoming essential.
11 December 2014
Nordea’s Jorry Noddekaer is seeing an increasing number of investment opportunities in private Chinese companies, as the country's new leadership sparks a change in outlook.
09 December 2014
Mark Williams, manager of the Liontrust Asia Income fund, highlights how far India has come over the past year and why, despite its strength, better opportunities may exist elsewhere in Asia in 2015.
09 December 2014
A slowdown in emerging markets, the need for ECB action in Europe and policy woes in the UK, the 2015 outlook is more confusing than ever. So what should investors look out for? Annabelle Williams and Hardeep Tawakley report
02 December 2014
Russia seems to have stepped back in time, with Western sanctions taking their toll on the economy, much like the 1980s, explains Tom Stevenson, investment director at Fidelity Worldwide Investments.
01 December 2014
Emerging markets specialist Somerset Capital is to add an India fund to its suite of products in 2015, to be run by its newest hire.
27 November 2014
The gloss has come off the emerging markets’ story in the past year or so. Performance has disappointed, and of the BRIC countries, only India appears to be a story investors want to talk about positively.
26 November 2014
The impact of politics on emerging market sentiment has created a number of opportunities in the sector, but there are also many countries investors should avoid, says Nick Price, manager of the Fidelity Emerging Markets fund.
24 November 2014
With performance divergence between Asia Pacific countries such as Indonesia, Singapore, and China having never been so great, Rob Morgan, investment analyst at Charles Stanley Direct, highlights which funds have outperformed in the region this year.
17 November 2014
Kunal Desai, manager of the Neptune India fund, assesses whether the most recent state elections in India will help the country’s new Prime Minister to maintain his important reform agenda in 2015.
03 November 2014
Oliver Bell, manager of the T. Rowe Price Frontier Markets Equity fund, explains why Sri Lanka is the next Asian frontier market that warrants investor attention.
30 October 2014
The financial crisis reset Western growth prospects, but emerging markets such as China are still looking for direction, says Gary Greenberg, head of global emerging markets at Hermes Investment Management.
27 October 2014
Lack of profitability among EM corporates has dragged the sector down in the last several years, but the poor performance has reached its trough and the only way is up, argues Emma Bullock from Saunderson House.
27 October 2014
China's anti-corruption measures are having the unintended effect of slowing corporate investment, and the drag on the economy will be bigger than expected, explains Martin Currie's Andrew Graham.
Depending on how you look at the US, stockpickers are either spoilt for choice or dealing with overly expensive companies. Cormac Weldon, manager of the Artemis US Equity and US Select funds, looks at the outlook for American markets next year and beyond.
Warren Hyland, lead portfolio manager of the Muzinich Emerging Market Short Duration fund, analyses the performance of emerging market debt and prospects for 2015.
2014 was a great era for merger and acquisitions, but managers expecting another bonanza year should think again - M&A activity will likely be more subdued next year, says AXA Framlington's Jamie Forbes-Wilson.
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