Co-managed by Mark Mobius
A legacy of ultra-low interest rates, high government debt, and subdued economic growth in developed markets is that investment returns from all major asset classes are low and likely to remain so for some time.
Could benefit oil and gold
Emerging market investment trusts are still trading on discounts as wide as 19%, despite the broader rally for the region continuing to gain momentum.
'Deep understanding' of EM political challenges
Outflows of $727m this week