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.
Phases of emerging market outperformance typically run for five or more years. In the late 1980s and early 1990s, this was supported by their arrival onto the world stage and the curtailment of hyperinflation...
Formerly managed by Bill Gross at Janus Henderson
Opportunity in high yield laggards
Industry Voice: Is uncertainty creating a buying opportunity for active managers or is the UK at risk of becoming a zombie nation due to flagging fundamentals?
Will remain as president