John Malloy, manager of the RWC Global Emerging Markets fund, looks at the five long-term investment themes that could benefit China.
China suffered a perfect storm during 2018. Protectionist policies from US President Donald Trump, a slight deterioration in macroeconomic data, de-leveraging measures and government intervention in...
Ceremony takes place on Wednesday 20 November
New posts in London, Singapore and Hong Kong
Value 'no longer the outstanding investment story'
A quality bias has been the right way to invest in emerging market equities for many decades.
US 30-year Treasury plunges to record low