China

Europe

Robeco's Neele on the current European consumer trends

Europe is full of secular growth trends including digitalisation, faster growth in emerging markets, consumer loyalty to premium brands and increased health awareness.

clock 29 October 2018 • 2 min read

Emerging markets

Polar Capital's Nøddekær: Trade wars will allow Asia to 'step out on its own'

US becoming insular

clock 26 October 2018 • 2 min read

Global

Trade wars - should you pick a side?

Protect your investments or do nothing?

clock 25 October 2018 • 4 min read

Specialist

China: The future leaders of AI?

Beijing taking on Silicon Valley for tech supremacy

clock 25 October 2018 • 4 min read

Asia

Buxton's Merian targets Asian market with strategic partnership

Joined with Chinese asset manager Ping An

clock 23 October 2018 • 2 min read

Emerging markets

M&G's Calich adds to 'appealing' Chinese corporate bond exposure

US interest rate rises, international trade tensions and local currency volatility have remained key concerns in emerging markets (EM).

clock 22 October 2018 • 2 min read

Emerging markets

Fund selectors hold nerve on under-fire EMs despite headwinds; Which funds have weathered the storm in 2018?

The Bigger Picture on EMs

clock 17 October 2018 • 8 min read

Global

Janet Mui: Why trade tensions can lead to a weaker Chinese yuan

Negative impact of US tariffs

clock 16 October 2018 • 2 min read

Global

BofAML: Number of investors bearish on global growth at ten-year high

Since November 2008

clock 16 October 2018 • 1 min read

Emerging markets

Which factors could prompt a resurgence in EMD inflows?

After very strong returns in 2016 and 2017, emerging market debt (EMD) has underperformed this year amid intensifying concerns around trade protectionism, bear-flattening of the US Treasury yield curve, a strengthening US dollar and idiosyncratic issues...

clock 16 October 2018 • 2 min read
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