In 2018, the world economy entered unfamiliar territory.
Partner Insight: Gavin Launder, Lead Fund Manager of the Legal & General Growth Trust, on the four characteristics of a growth stock and how he identifies a mispriced equity
Partner Insight: Fidelity Global Special Situations fund manager Jeremy Podger explains how his three-category asset allocation process is used to generate complementary sources of alpha potential while simultaneously providing a balanced overall style...
Industry Voice: Tapping into the forgotten EM opportunities
Industry Voice: Chris Taylor discusses the outlook for Japan, explaining why corporates are producing record aggregate profits and profits growth.
Industry Voice: How should bond investors approach markets such as Turkey and Argentina?
Brazilian election means less political uncertainty
Trust IPO raised £100m
Industry Voice: Alejandro Arevalo, Manager of the Jupiter Global Emerging Markets Corporate Bond and Jupiter Global Emerging Markets Short Duration Bond Funds, discusses lessons learnt from recent crises in Turkey and Argentina this year, and how this...
Despite capital controls risk
Over half of respondents now see EM equities as undervalued
Recent revelations about Saudi Arabia's hand in the Jamal Khashoggi affair has marred what is an otherwise engrossing growth story, not just for the largest of the Gulf states, but for other countries in the Gulf Cooperation Council (GCC).
Industry Voice: The sell-off in emerging markets this year has created a more favourable environment for Asian income funds, allowing them to deliver strong returns relative to the index and display their ability to mitigate risks to investors' capital....
Industry Voice: Emerging market shares have been hampered by negative investor sentiment in 2018 and are currently trading at a significant discount to developed markets; the widest it has been for a decade.
Asia Stars fund out in January 2019
US becoming insular
Second round on Sunday
Spent 13 years at Pictet
US interest rate rises, international trade tensions and local currency volatility have remained key concerns in emerging markets (EM).
Impact of recent market correction
Elections and currency woes