Emerging markets still sensitive to US policy and currency moves
Fund buyers are taking profits in frontier markets after the recent reshuffle of constituents and a strong run of performance.
Invesco Perpetual Global Opportunities
Brazil’s equity markets have surged ahead this year as investors hope the upcoming election will usher in reforms similar to those seen in Mexico, explains Will Landers, manager of the BlackRock Latin American investment trust
Have markets become desensitised to geopolitical conflicts?
Global investors have been snapping up cheap Chinese stocks as signs of a banking collapse recede, but economic data remains mixed.
Investors are taking profits on European equities due to concerns about the impact of ‘hot money' flows, poor earnings growth, and the strength of the euro.