Will Landers, manager of the BlackRock Latin American investment trust, has increased his exposure to Brazilian large-cap stocks, including beleaguered state-controlled oil giant Petrobras, as he believes these companies will benefit when foreign flows...
Abi Oladimeji, head of investment strategy at Thomas Miller Investment, outlines the headwinds and tailwinds for Asia.
High correlations between oil and equities are set to weaken as markets are now much more accustomed to lower and volatile prices for the commodity, according to Lukas Daalder, chief investment officer of Robeco Investment Solutions.
Significant meeting means limited oil price downside
How will investors look back on Q1 2016? They will probably remember global markets suffered their worst start to a year in two decades, with indices including the FTSE 100 dropping into bear territory as heightened concerns about a China slowdown and...
Following the global rout in commodities in 2015, managers are rotating back to oil, mining and precious metals this year via a range of vehicles such as ETFs, investment trusts and MPLs.