Partner Insight: Ross Teverson, Head of Strategy, Emerging Markets at Jupiter Asset Management, provides an insight into the Jupiter Global Emerging Markets Fund philosophy, which is centred on identifying companies experiencing 'positive change' in emerging...
Current head leaving the industry
Many investors are tempted by tactical asset allocation - the practice of shifting a portfolio's weighting as the outlook chops and changes.
Foreign investors have typically shied away
There are many barometers of health for the world economy. However, none is more important than trade, writes Richard Jeffrey, chief economist at Cazenove Capital.
Global capital has only been gradually waking up to the potency of the middle class opportunity in emerging markets, particularly in China, writes Ed Butchart, chief investment officer at Sloane Robinson.
Markets driven by sentiment rather than fundamentals