16 April 2015
Mona Shah examines the diverging fortunes of emerging market countries as the strong dollar and an expected rise in US interest rates take their toll.
02 April 2015
Austin Forey, manager of the JPMorgan Emerging Markets investment trust, explains why despite many emerging market funds’ underperformance in recent months, investors must not be swayed by short-term headwinds
25 March 2015
‘Key man risk’ associated with India in the event something happens to its newest Prime Minister, Narendra Modi, could place India's economic recovery under threat, according to Madhav Bhatkuly, manager of the GAM Star India Equity fund
18 March 2015
03 March 2015
Martin Currie’s Andy Graham has warned that Indian assets have been overbought, adding an expected increase in profits is unlikely to filter through to investors in the near future.
27 February 2015
Xavier Hovasse, manager of Carmignac’s Emerging Discovery fund, takes a closer look at opportunities for investors in China and India.
19 February 2015
The pro-business reforms implemented by India's prime minister Narendra Modi are making state-owned companies look attractive for investors, according to Somerset Capital's Dhawal Mehta.
03 February 2015
Fidelity's South East Asia fund manager Allan Liu is to retire later this year after 27 years of running active funds.
29 January 2015
The impact of China’s slowing growth on the wider Asia region continues to worry investors in 2015. Yet pockets of opportunity have appeared recently, as the continued decline in the oil price boosts importers. Here, fund managers tell Investment Week about their favoured stocks, countries and contrarian plays.
26 January 2015
Richard Titherington, chief investment officer emerging market equities at J.P. Morgan Asset Management, takes a closer look at the benefits of dividend-paying stocks as investors struggle in a challenging environment
15 January 2015
Indian equities stood out in Asian trading overnight after the Reserve Bank of India (RBI) announced a surprise cut to interest rates in order to combat falling inflation.
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.
John Husselbee, head of multi-manager multi-asset at Liontrust Asset Management, says investors will need to start reaping the benefits of diversification in order to meet their objectives.
Peter Elston, chief investment officer of Seneca Investment Managers, analyses the importance of the UK election in terms of investors' portfolios, and if they should be adjusting positioning around the event or taking a longer-term view.
The Big Debate
The Big Debate is an online audio and video conferencing club with an audience comprising the UK's leading discretionary asset managers, top IFAs, and other investment professionals.
IW Fund Centre
Register here to get full access to all Investment Week's news and comment articles from our archive.
Updating your subscription status