From urbanisation and the rise of a new middle class in emerging markets, to a renewed focus on corporate governance, managers explain which global structural changes are having the greatest impact on their portfolios.
Peter Askew, co-manager of the T. Bailey Growth fund, says investors are at risk of missing out on the best Asian opportunities by only allocating to the region through emerging market labels
With the rising dollar, falling equity markets and shifts in the bond market, T. Bailey's Peter Askew highlights the risks facing asset allocators in the last quarter of 2014.
The Big Question: Which small funds are your hidden gems?
China's slowing economy is providing headwinds for its neighbours. But some equity markets, such as Indonesia, the Philippines and Thailand, have still managed to steam ahead. T. Bailey's Peter Askew explains why.