China

Emerging markets

Canaccord GWM dumps EM funds in favour of thematic exposure

Portfolio response to pandemic

clock 19 August 2020 • 3 min read

Emerging markets

Emerging markets and the 'looming spectre' of rising inflation

The Covid-19 crisis is weighing on global growth and corporate earnings, with negative effects on the outlook for emerging markets (EM) pushing many countries in recession.

clock 19 August 2020 • 2 min read

Unit trusts/OEICs

Morgan Stanley IM launches open-ended version of Developing Opportunity fund

Targets undervalued, high quality companies

clock 18 August 2020 • 1 min read

Investment

Sarasin & Partners' four features of the post-Covid economy

Key themes to look out for beyond Q2

clock 13 August 2020 • 1 min read

Investment Trusts

Fundsmith's O'Brien fears bubble in Chinese equities

FEET bought Tencent during Covid sell-off

clock 13 August 2020 • 5 min read

Global

The dollar: China's Achilles heel

How Washington has an edge over Beijing

clock 12 August 2020 • 4 min read

Specialist

The Share Centre: The funds, stocks and sectors best equipped to deal with coronavirus turmoil

Outperformers to look out for

clock 03 August 2020 • 5 min read

Asia

Three bull and bear points for investing in Japan

Our current view on Japan comprises three main bearish elements, and three bullish ones. We will turn first to the bearish considerations.

clock 28 July 2020 • 2 min read

Markets

Fund managers see opportunity in China despite 'full' valuations

Chinese stocks can climb higher

clock 28 July 2020 • 7 min read

Multi-asset

Multi-asset managers dismiss bubble fears as gold price reaches record high

Gold miners offer best access

clock 27 July 2020 • 7 min read
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