Technology and politics among key themes
Capacity awareness and position sizing vital
The 'Europe is going Japanese' fear has driven a big re-rating and outperformance of growth stocks relative to value year to date.
'Markets will need to get used to this'
Unlisted firms should be given access, manager urges
Beginning of trade wars could trigger a strong headwind
TEG issues report on sustainable finance
Funds reach their three-year anniversaries
Which tech firms and trends are blazing a trail?
LatAm giants' economies in focus ahead of Copa América
Effective 1 July
Proposals for new 'mini-BOTs' mooted
The emerging market debt universe offers investors an expanding pool of opportunities that may be better assessed when integrating environmental, social and governance factors.
MoU between FCA and China Securities Regulatory Commission
Targeting intermediary market
Top five holdings make up 45%
Central banks in tight position in case of downturn
Going against the grain
Market performed well year to date
The Japanese equity market has seen net outflows in the past 12 months, with concerns over global growth and the trade war weighing on investor sentiment in the region.
Which areas can make a difference?
Emerging markets are set to experience further turbulence over the coming months, in large part because of the escalating trade war between the US and China. What are the likely next steps and how can investors mitigate the effects?