Over the past couple of months, Oyster's Claire Shaw has actively increased the fund's exposure to emerging markets as it is one of the most out of favour themes in the market right now.
Looking beyond the current volatility, investors should be thinking where will the world be in three, five and ten years' time? Which markets will see the most significant changes and developments, and therefore the most growth?
RWC Partners' Corinna Arnold argues that for investors trying to get a handle on underlying trends in Japan, it is worth stepping back and looking at the big picture.
For those investors seeking in the region of cash +2% returns and low levels of overall risk, the current market environment poses several challenges - such as the historically low yields and high valuations.
The recent election in Argentina marks the first step in finally opening the nation to investors and a brighter future for Buenos Aires and the wider country. Roberto Lampl, Alquity's head of Latin American investments, discusses the implications for...
Allianz GI's Simon Gergel explains how changes in macro and micro-economic factors could provide large-cap stocks with a significant boost in the coming years.
Matthew Read, senior analyst at QuotedData, analyses how two different trusts invested in Japan are benefiting - or not - from the country's internationalisation and Shinzo Abe's three arrows reform agenda.
Investing in tech start-ups is one of the most exciting investment opportunity sets available at present. But the mesmerising potential investment rewards require a combination of many highly specialist skills, says Alexander Selegenev, executive director...
Many companies at risk of dividend cuts
Imagine going to buy bread from a baker who promises to try his best to bake a good loaf, but cannot promise the outcome, nor tell you how much it will cost. Chances are his bakery will not survive long. Yet, the nature of fund management means an investor...