Emerging Markets manager sees recovery ahead for Mexico, Russia, Turkey and Peru
Forecasts for the UK economy are starting to look overambitious.
This week's Conjecture panel debate the quick run-up experienced recently in emerging markets and the themes they will be following
Fund managers generated record net inflows in 2009, driven by strong investor demand for emerging markets.
The world is moving past the high-watermark for abundant savings with fewer asset bubbles but with increases in risk premia, according to the latest Barclays Equity Gilt study.
Emerging markets represent 30% of global GDP, yet only 14.3% of the MSCI [World] index.
Newton Asian Income manager Jason Pidcock discusses his expectations for the region's markets in 2010 with Asset TV's Mark Colegate
J.P. Morgan Natural Resources fund manager Ian Henderson has cut his weighting in gold after noting global economic improvements.
Manager anticipates intense money printing as Japanese government launches quantitative easing measures