Concentrated portfolio of 20 to 40 high-quality companies
The four best performing stars to look out for
Why are investors just not that into Japan?
How history can provide answers to today's tariff stand-off
Investment Conundrums: Horrocks on Matthews Asia 'picking up good companies on the cheap' amid trade war
Making the most of geopolitical tensions
Japanese stocks have lagged their global peers so far this year, as uncertainty over US-China trade frictions and the impact on the global economy have clouded the outlook for corporate earnings.
Trump's tariff threats could backfire on US citizens
Ceremony takes place on Wednesday 20 November
New posts in London, Singapore and Hong Kong
Value 'no longer the outstanding investment story'
US 30-year Treasury plunges to record low
New hire strengthens Chinese equity capability at Investec AM
In an environment where no region presents an obvious opportunity from a valuation perspective in 2019, Japan offers investors the best chance to at least get access to a major market at something of a discount.
Defensive positioning urged following latest Trump tariffs
Which product is worthy of the yellow jersey?
TEMIT's Ness added to GEM funds
Fund to be renamed the Prusik Asia Emerging Opps fund
Picture the scene. Concerned about the strength of the US dollar, President Donald Trump meets with world leaders to seal a deal to further US interests.
Trade tensions with US dragging growth
Headlines 'don't reflect the whole story'
Mirroring $2.6bn Luxembourg-domiciled fund
Bouncing back from the market correction of last year, the first half of 2019 has been positive for global equities.
With the recent re-escalation of US-China trade tensions, Asian equities took another tumble and weighed on investor sentiment. Nevertheless, despite the undeniable risks posed by trade wars, many changes that investors have been discussing, such as relocation...