Laying the foundations for a market rebound
Global head of strategy and UK & international CEO
In a world of slow yet steady, non-inflationary economic growth, interest rates are likely to remain at relatively low levels over the medium term.
Why the time has come for smaller countries to shine
Which areas should investors pay attention to?
New Discovery fund offers investors an alternative to "index anchoring"
'Muddle-through' scenario for the economy
Europe has been held down by lack of improvement in US-China trade tensions, despite continued expectations for approaching rate cuts from both the European Central Bank and the Federal Reserve.
Headwinds in the most unexpected places
Trading at a premium of 4.2%
UK equity worst asset class
Elections and oil prices among top talking points
In 2018, the world economy entered unfamiliar territory.
Despite capital controls risk
Over half of respondents now see EM equities as undervalued
US interest rate rises, international trade tensions and local currency volatility have remained key concerns in emerging markets (EM).
Elections and currency woes
After very strong returns in 2016 and 2017, emerging market debt (EMD) has underperformed this year amid intensifying concerns around trade protectionism, bear-flattening of the US Treasury yield curve, a strengthening US dollar and idiosyncratic issues...
Geopolitical impact on global markets
It has been a challenging year for emerging markets (EMs).
Emerging markets (EM) have endured a tricky spell this year as the impact of US trade policy changes and slightly weaker earnings than expected rocked the sector.
While many managers have been fighting the trend, it is difficult to ignore the continued outperformance of the US.
Four-part Big Question special