Investment Conundrums: Horrocks on Matthews Asia 'picking up good companies on the cheap' amid trade war
Making the most of geopolitical tensions
The worst case scenario for emerging market (EM) equities has started to unfold, turning a potentially positive outlook around by 180 degrees.
'Significant eurozone reform' on the cards
Trump's tariff threats could backfire on US citizens
Weekly review of the best performing funds
Reportedly leaving for a rival
Market signals pose 'dilemma' for investors
Investors must avoid 'yield weighting' portfolios
US 30-year Treasury plunges to record low
We believe the move of US dollar/Chinese renminbi above seven during early August is symbolic, and the country has explained it is in response to the US-imposed tariffs on Chinese goods.
Cash holdings continue to grow
Trade concerns no deterrent to manager's outlook
New hire strengthens Chinese equity capability at Investec AM
Sustainability, geopolitics and the 'Woodford liquidity crisis'
Headwinds in the most unexpected places
Disruptors move in on asset management
Report from Netwealth
In May, risks of a trade shock sharply rose following US President Donald Trump's increasingly aggressive rhetoric towards China.
Emerging markets have generally performed well over the last three years; the MSCI Emerging Markets index has returned over 30% during the period and we believe the asset class still has significant potential to grow.
Trade tensions with US dragging growth
In the first half of 2019, the uncertainty surrounding Federal Reserve policy and US-China trade negotiations affected the outlook for all asset classes including global small-cap stocks.
Mirroring $2.6bn Luxembourg-domiciled fund
Global economic cycle is among the longest in history