Charlemagne

Julian Mayo, co-CIO of Charlemagne Capital, examines the evolution of China's economic development.

How managers are exploiting 'mismatch between perception and reality'

Election fever, US house prices and reviving Indian industry

Emerging market specialist Charlemagne Capital has formed a joint venture with Iranian group Turquoise Partners to launch products offering access to the country's stock market.

Where are the best Asian opps?

Falling oil prices have given Turkey's economy a boost, even as the Islamic State conflict edges closer to its borders. Julian Mayo from Charlemagne Capital takes a look at Turkey's fortunes.

Taking 2013 as a whole, emerging markets fell by 4.4% at a time when the MSCI Frontier Markets index rose by an impressive 23.6% (in sterling, net total return).

Dominic Bokor-Ingram, portfolio advisor, frontier emerging markets at Charlemagne Capital, highlights the key components to frontier markets investment.

The UK Equity Income sector's total return outstripped other income-focused offerings in the last year, easily surpassing Asian, European and global equity market products. Does that make now a good time to switch?

RUSSIA