infrastructure

Julian Mayo, co-CIO of Charlemagne Capital, examines the evolution of China's economic development.

The message at this stage of the economic cycle, or any stage, is 'buyer beware'.

Despite the negative sentiment and a rise in risks, the fundamentals of Asia are better positioned to withstand an external shock than other EM regions, according to Jade Fu, investment manager at Heartwood Investment Management

Domestic stocks counter global uncertainty

The Volkswagen scandal is only the latest in a long line of auto failures, according to Esmé van Herwijnen, SRI analyst at EdenTree Investment Management

Rewind to May 2014 and Indian equity markets were in a state of euphoria following Modi's stunning election victory, built on the promise of a strong reform agenda.

Caspar Rock, manager of the Architas Diversified Real Assets fund, tells Investment Week how even amid a volatile backdrop, real asset funds can still deliver yield and suffer far less than equities

The number of investors allocating to ‘new' alternatives such as infrastructure and private debt is on the rise, according to the Preqin Global Alternatives Report.

Equity market contagion is a familiar but often irrational phenomenon, which can be driven more by ill-defined fears than by sober analysis.

Fund managers reveal to Investment Week the tailwinds behind their favourite alternative investments.