Like many countries that took part in the World Cup, the emerging market (EM) space kicked off the 2018 season with euphoria, only to have their hopes dashed on the pitch.
Canaccord’s Thomas reveals his funds to ditch and what should replace them
Most forecasts for the year ahead are not taken seriously, perhaps with good reason, writes Raphael Pitoun (pictured), CIO of Seilern Investment Management.
Focus on politics and technology
Funds with AUM of €10m at 'high risk' of liquidation
Having met a number of clients recently, it is interesting to observe that views are fairly consensual - significant bearishness on bonds (so significant as to encourage a contrarian to be long bonds?), nervousness about equities (although fully invested...
First rate rise in a year