Equities
Emerging markets
Last week's news that BRIC pioneer Goldman Sachs had been forced to merge its fund into a wider emerging markets offering seemed to sound the death knell for what were once hugely popular vehicles less than a decade ago.
16 November 2015
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3 min read
Asia
Simon Finch, manager of the Ashburton India Equity Opportunities fund, looks at how China's demographics compare with India, following recent changes.
13 November 2015
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4 min read
Europe
GAM's Niall Gallagher explains why he believes markets are only half way through the European recovery, with the next phase likely to focus on earnings growth.
13 November 2015
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2 min read
Emerging markets
Distinguishing between those countries that would simply do well in a broad emerging market rally, and the economies where fundamentals have actually improved, is becoming increasingly important.
13 November 2015
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2 min read
