Calm heads and hope needed to weather storms
Thoughts on UK equities, gold and emerging markets
Coronavirus and oil price collapse lead to massive drop
Managed by Thomas Christiansen
The emergency airdrop of fiscal and monetary support provided to fight back in the battle against the coronavirus impact on the global economy continues to prevent further dives in world markets.
White to co-manage alongside Mark Asquith
Laying the foundations for a market rebound
European, US, Emerging Markets and World equity exposure
The best products for the most volatile times
Fiscal stimulus and history to the rescue?
ESG inflows double despite challenging month
Adopting 'formal exclusions regarding fossil fuel exposure'
Listed on Shanghai and Shenzhen stock exchanges
Joins from Nikko Asset Management
Johnny Chen joins from NN Investment Partners
Privatisation of government assets to boost growth
In a world of slow yet steady, non-inflationary economic growth, interest rates are likely to remain at relatively low levels over the medium term.
Targets 20%-30% lower risk than average
While valuations in emerging bond markets may look fairer after solid performance in 2019, we believe various factors remain supportive to the outlook.
Looking back at the past to predict the market of tomorrow
'Constructive macro view' behind latest additions
As we think about 2020, the biggest concern in emerging markets (EM) revolves around the contagion risks linked to US-China trade negotiations and possible knock-on effects of a divisive US election year.
Commodities reverse outflows
Major indices rocked by growing threat of pandemic