Feature
Emerging markets
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
07 October 2014
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4 min read
Investment
Edward Lam is running a significant underweight to China in the expectation the country will move to devalue its currency.
03 October 2014
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2 min read
Investment
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
22 September 2014
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4 min read
Emerging markets
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
22 September 2014
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5 min read
Investment
What have we learned from the financial crisis 100 years ago?
22 September 2014
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5 min read
