A number of ‘buy' signals are now flashing for some emerging market assets despite longer-term headwinds, according to strategists at Bank of America Merrill Lynch.
A tumultuous June may have taken the edge off many of the sizeable gains made by funds in the first half of 2013, but it was not enough to derail performance completely.
First State Investments' Angus Tulloch and Jonathan Asante have both been adding to resources stocks in recent weeks across their GEM portfolios, following the sharp pullback in the gold spot price and the valuations of a number of miners.
Gold and resources funds continued to struggle in the first quarter of 2013, as investors remained in risk-on mode and opted for equities over safe havens such as the precious metal.
Fidelity's head of research for European equities, Henk-Jan Rikkerink, has outlined eight core themes revealed in a recent survey of the group's investment professionals.
Osmosis Investment Management has launched a global resources fund, investing in large-cap global businesses.
Resources funds are among the largest losers of the year so far as sharp falls in the price of oil and other commodities took their toll.
Liontrust co-head UK equities(Macro) Jan Luthman highlights three key investment themes investors should consider when constructing portfolios.
The FTSE Group is to raise its minimum free float requirement for companies listing in the UK from 15% to 25% after a market consultation.
Philippe Rohner, senior investment manager of the Pictet Water fund, calls for a change in attitude towards water as a resource.