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.
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.
Alex Wright, manager of the Fidelity Special Values investment trust, looks at smaller companies which are due a re-rating in 2015.
Financial services has witnessed a number of famous apologies over the years linked to fraud, rogue trading, and even train fare dodging. Investment Week remembers the most notable, and the ones which never were.
Fidelity's Leigh Himsworth is investing in wealth management companies as a key theme within his UK Opportunities fund, in the hope M&A and pension reforms will boost the sector.
Nick Greenwood, manager of the Miton Worldwide Growth investment trust, discusses a little-heralded UK equity fund that could prosper this year.
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