Feature

The transition into the middle classes is a major growth catalyst in emerging markets, but the population shift will take time to unfold. Mark Yockey, and Charles-Henri Hamker, portfolio managers on the global equity team at Artisan Partners, explain

Edward Lam is running a significant underweight to China in the expectation the country will move to devalue its currency.

PFS TwentyFour Dynamic Bond fund

The strong dollar has been the bane of equity markets, placing pressure on earnings. But Simon Laing, head of US equities at Invesco Perpetual, argues investors need to look back at the 1980s, when markets soared alongside the dollar’s strength, for investment inspiration

With globalisation under pressure, Samy Chaar, strategist at Lombard Odier Investment Management, asks if a new mantra of regionalisation and non-dollar currency trading could become the norm

What have we learned from the financial crisis 100 years ago?

Brazil’s equity markets have surged ahead this year as investors hope the upcoming election will usher in reforms similar to those seen in Mexico, explains Will Landers, manager of the BlackRock Latin American investment trust

Mid-market firms in Europe are struggling to meet their financial needs as traditional banks continue to undergo a deleveraging process. Alexandra Krief and Taron Wade, directors at Standard & Poor’s Ratings Services, explain how investors could fill the private funding gap

Are supermarkets a good investment for bargain hunters?

Reform prevails in emerging economies