Global

Luxury stocks normalise for slower era of growth

OMGI's US manager Ian Heslop gives an overview of economic data and argues there is little need for the Fed to raise short-term interest rates.

Powering a recovery fund in a recovered market

Where are the opportunities from decaying demographics?

Andrew Swan, manager of the newly launched BlackRock Asia Special Situations fund, has rotated away from growth stocks in the view they are overpriced, turning to value companies instead.

Lazard manager Pat Ryan is optimistic on the prospects for Chinese banks despite a string of well-publicised problems, and has increased exposure to the sector within his Global Equity Income fund.

Special report: Africa's rising investment potential

Mirabaud Asset Management has launched a Global Equity High Income fund for new recruit Kirill Pyshkin.

Invesco Perpetual has promoted Andrew Hall to co-manager on its £163m Global Opportunities fund alongside Stephen Anness.

Asian markets are shifting from a growth to value focus, and investors could reposition accordingly, explains BlackRock's Andrew Swan.