Analysis

Emerging markets

Managers: How we identify winning companies in emerging markets

Global Emerging Markets Breakfast Briefing

clock 03 May 2017 • 8 min read

Investment Trusts

Which are the standout trusts for emerging markets exposure?

EM trusts should be given a 'fair hearing'

clock 03 May 2017 • 3 min read

ETFs

Accessing leveraged ETPs: What does it really mean?

Attractive for short-term tactical strategies

clock 03 May 2017 • 5 min read

Europe

Warning 'celebratory mood too premature' after Macron win

"Expect the unexpected"

clock 27 April 2017 • 4 min read

Europe

Waverton's Glasse: European banks will stay under pressure despite short-term rally

Overweight Scandinavia

clock 27 April 2017 • 2 min read

Funds

Investment success: How much is down to luck or hard work?

'Luck can artificially boost returns'

clock 26 April 2017 • 3 min read

Emerging markets

Why EM companies need to live up to expectations this year

Earnings growth is projected by some market strategists to bounce back in emerging markets in 2017 following five lacklustre years, writes James Donald, head of emerging markets at Lazard Asset Management.

clock 26 April 2017 • 4 min read

Emerging markets

GAM's Love: Why we like VARP frontier markets

Tim Love, investment director for emerging market equities at GAM, explains why the team is biased towards the frontier markets of Vietnam, Argentina, Romania and Pakistan.

clock 25 April 2017 • 3 min read

Markets

Wealth managers reveal their key calls after May announces snap election

Geopolitical risks

clock 20 April 2017 • 5 min read

Asia

Eastspring CIO Maisonneuve: A China that goes back to 12% growth is unsustainable

Political stability crucial

clock 20 April 2017 • 3 min read
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