Newton Global Emerging Markets

‘There is more to LGIM than just index funds’

Under the influence

How ITs can fill a void in the pensions landscape

Bubble spotting

GAM's European equities manager Niall Gallagher has predicted European equities could double in the near term as the region is supported by a number of tailwinds.

Can Mexico be given a clean bill of health?

Tactical trades and taper tantrum fears

John MacDougall, manager of the Baillie Gifford Shin Nippon fund, explains how Japan's old corporate structure is being replaced with a new era of entrepreneurialism and high-growth focused start-ups

Fund managers give their views on the key issues impacting global asset classes and outline how they are positioning portfolios.