Political uncertainty driving up purchases
European investors are welcoming the new season after an intense summer that saw the bond market on the verge of collapse with the news of a developing crisis in emerging markets (EM), and an intensifying trade war between the US and some of its largest...
Financial performance in focus
Central European economies are beginning to show signs of growth, despite the Russia-Ukraine conflict showing no sign of easing in the near future, writes Franklin Templeton's Mark Mobius.
Edward Lam is running a significant underweight to China in the expectation the country will move to devalue its currency.
Baillie Gifford's James Anderson has bought into the Italian stock market for the first time in years, claiming Italy is in a better financial position than the UK.
Baillie Gifford's Patrick Edwardson has been increasing equity exposure in the £370m Scottish American Investment trust during the recent market volatility.
Eastern European equity markets have risen strongly this year.