Performance of funds 'highly credible'
Commodities products flood top ten
Former Obama-appointed US Treasury official on recession outlook
New report on Long Term Capital Market Assumptions
'Rising interest' in sustainable team and their funds
Teera Chanpongsang, portfolio manager of the Fidelity Asia Fund, charts the advancements he’s seen on-the-ground in the last two decades and the market leaders that continue to emerge across the region.
'Massive dispersions' between equity market returns
Global economic cycle is among the longest in history
Which funds stole the show?
Poached from HSBC GAM
Favourable rate environment
An eye on tech players and artificial intelligence
Worst outlook since July 2008
During 2017, investors enjoyed several positive surprises.
Since November 2008
'Three cycles are colliding'
We are cautiously optimistic about emerging market (EM) equities this year. Valuations are reasonable and risks look to be largely contained.
Strengthening dollar a risk
Emerging and frontier market equities saw strong performance in 2017
Inflows of €2.9bn
World economy to expand 3.9% in 2018
Barring a zombie apocalypse or a sudden spontaneous collapse in asset prices, the current Goldilocks environment of synchronized, above-trend global economic growth and low but gently rising inflation will likely persist in 2018.
Octupus Investments' Oliver Wallin