Following the five year anniversary of the FSSA Global Emerging Markets Focus, portfolio manager, Rasmus Nemmoe considers five principles for investing in emerging markets.
PIMCO's Anna Dragesic and Terry Oh discuss how investors should adapt their portfolios amid a looming recession
Rates offer alpha opportunities, dollar at risk of depreciation
Martin Lau, FSSA Investment Managers, Greater China Growth strategy, shares his reflections on the past three decades of investing in China markets
With volatility likely to persist, an active approach remains critical
Agility to offer cyclical and defensive opportunities
Giulio Renzi-Ricci and Oliver Harvey explain why investors should be wary of making any tactical calls on one of the core sectors of the global economy
After over a decade of being a friend, duration risk became the bond market’s foe at the end of 2020. Aegon AM’s Colin Finlayson explains why investors should no longer fear duration risk.
In our latest webinar, our experts will explore the attractive risk-adjusted return potential from fallen angel investing, throughout market cycles.