Elections and market warnings dominate most read list
The old saying "markets like to climb a wall of worry" proved spot on in 2017, writes Russ Mould, investment director at AJ Bell.
Partner Insight: Ross Teverson, Head of Strategy, Emerging Markets at Jupiter Asset Management, provides an insight into the Jupiter Global Emerging Markets Fund philosophy, which is centred on identifying companies experiencing 'positive change' in emerging...
Global capital has only been gradually waking up to the potency of the middle class opportunity in emerging markets, particularly in China, writes Ed Butchart, chief investment officer at Sloane Robinson.
PARTNER INSIGHT: Ross Teverson, manager of the Jupiter Global Emerging Markets Fund, explains why he builds his concentrated portfolio from the bottom up and always ensures he is not 'preoccupied' with wider macro issues.
EM value most bullish position
Partner Insight: The Jupiter Global Emerging Market Fund's unconstrained approach is essential to implementing the fund's non-traditional and 'change-based' investment philosophy, which aims to identify stocks that are experiencing positive change that...
Much has been written about the decision to include China A-shares in the MSCI Emerging Market Index. The symbolic importance cannot be overlooked. Whether it will have a significant impact on client portfolios, however, remains to be seen.
Growing sophistication in technology