Mark Mobius, executive chairman of the Templeton Emerging Markets Group, has shared his view on the "turn in fortunes" for emerging markets in the first quarter of this year.
Emerging markets had a strong first quarter, thanks to a rally in the latter half of the period, following a turbulent 2015 caused by the slowdown in China and falling commodity prices. Mobius (pictured)...
Bond investors spent most of last year transitioning towards a more fundamentally driven approach to selecting assets.
There is something strange going on in Europe according to some commentators - the market has rallied aggressively post the trade war-induced sell-off in the fourth quarter of 2018.
We expect to see continued market volatility and macroeconomic uncertainty in the UK throughout 2019, not least due to Brexit.
US stocks had a turbulent last quarter in 2018 and have been somewhat volatile since the start of this year.
While we are stock-pickers, we do not ignore the business cycle; analysing it helps us determine when to allocate capital to certain companies.