Neville Shaw, emerging markets manager at Mirabaud Asset Management, reports on his recent trip to Brazil and explains why investors should remain cautious.
Private equity team to be based in Paris
Recent softer price indications from the US brought us back another year in terms of the battle between those who believed we were set for long-term secular stagnation and those who believed we were on a new reflationary path.
While the latest macro data confirm the positive orientation of European economic growth, risks in the eurozone remain plentiful.
Asian companies are at the cutting-edge of research and development in areas like AI, the smart-home and virtual reality, writes Daniel Tubbs, head of global emerging markets at Mirabaud Asset Management.
Fund managers from Investment Week's Smaller Companies Breakfast Briefing discuss the outlook for the asset class.
In this week's Big Question, fund managers discuss whether concerns about rising inflation have been overstated, and reveal their portfolio positioning.
Took place in Jersey on 16 March
Fund managers from Investment Week's Fixed Income Market Focus discuss their strategies for today's uncertain market environment.
Views from IW Asia Briefing