Managers at Investment Week's June Funds to Watch conference share their views on what to expect from the rest of 2017 and beyond.
Amid news of slow headline growth, consumer spending in China has been growing at breakneck speed. Rob Brewis, investment manager at Aubrey Capital, looks at the reasons behind this rapid rise.
Focus on global small cap
Resumed 2015 trend depreciation
Panic over EMs not matched by those on the ground
Kenichi Amaki, Portfolio Manager, Matthews Asia
Currency gains added to performance