Feature

Some managers still remain committed to asset class

After months of capital outflows and uncertainty, the Federal Reserve's decision to hold rates in September could provide emerging markets with some respite.

Rewind to May 2014 and Indian equity markets were in a state of euphoria following Modi's stunning election victory, built on the promise of a strong reform agenda.

Kirill Pyshkin, fund manager at Mirabaud Asset Management, says the recent underperformance of global high dividend stocks is unusual, so should investors be taking advantage of the buying opportunity?

So far in 2015, the European high yield market has defied many by outperforming that of the US. Many had believed the dislocation in US high yield, widely blamed on slumping oil prices at the end of 2014, would leave room for it to outperform Europe in...

Emerging market assets have seen another sharp summer sell-off and while this year's edition has been more violent than the past three, the causes are rather familiar.

The endeavour of projecting today's conditions, trends and relationships into the future inevitably results in errors of judgement - and economists continue to get caught out by the ever-changing market environment (often at the worst possible times)....

Wall Street is not Main Street. In Wall Street's eyes, America is the S&P 500, but from Main Street, America looks very different, especially in its relative exposure to events overseas.

The first eight months of 2015 have been relatively weak for the global high yield market. Much of this weakness has stemmed from the US, where exposure to lower commodity prices has put pressure on issuers, in particular those in the basic materials...

Market expectations benign, says Wharrier