Brazil, one of the best markets in 2016, has clearly underperformed in the past few weeks, writes Maarten-Jan Bakkum, senior strategist, emerging markets at NN Investment Partners.
Took place in Jersey on 16 March
As a fully paid-up member of the evil metropolitan overlord class - aka the 'liberal-left media elite' - I have always been a tad amused by the absence of a second line of attack, namely we are all unnecessarily cynical.
Stabilisation in India and China
James Hart, investment director for Witan Investment Services, has identified Asian areas of interest where the £1.7bn Witan and £194m Witan Pacific investment trusts have recently increased their exposure including Korea, Singapore and Japan.
Concerns about delays to promised tax cuts
New lead managers named on funds
Since the turn of the year, Asian and emerging market (EM) equities in general have performed strongly and remain above the highs reached in Q4 of last year. Investors appear to have become more optimistic about the growth prospects for EM equities, but...
Long-biased long/short EM equities strategy