Equities

Investment Week is pleased to announce the winners of our second Specialist Investment Awards, designed to recognise boutique & specialist fund managers and passive investing.

Some years ago, I wrote about our team's preference for maximum analytical flexibility as opposed to sector specialisation.

'Deep understanding' of EM political challenges

Stocks with innovative business models have done well

Outflows of $727m this week

State-owned sector an issue

While the uncertainty caused by the Brexit vote may have called into question the long-term direction of travel for UK business, the country's creative industries continue to thrive.

Positive implications for battery manufacturers

A rebound in commodity prices, a weaker dollar, a more dovish stance from the Federal Reserve, and an improving landscape in China all combined to give a number of emerging markets a new lease of life, writes Carmignac's Didier Saint-Georges.

The Japanese stockmarket has been a major disappointment this year. The adoption of negative interest rate policy by the Bank of Japan in January was supposed to have led to further yen depreciation and sparked a recovering in corporate borrowings.