President Donald Trump's trade policies could backfire and instead spur China's drive toward technological self-sufficiency, writes Cazenove Capital's Janet Mui.
'One of the world’s most powerful megatrends'
The dispersion of stock prices and the cyclicality of markets have generally been essential ingredients for the performance of traditional active managers.
Making capitalism work for all
Final column for Investment Week
Improving access to information a key step
Investment legend remembered ten years since his death
'Round of 16’ and quarter-finals
Long-term case for low yields is intact
Boom in low-cost names creating opportunities
Reviewing the most popular talking points of the past six months
Improving ways to deliver value to investors
Transparency key in application process
Custom-made or off-the-shelf?
Should investors consider EM corporate issuers for sustainable and responsible investment strategies?
With global growth accelerating, emerging market (EM) corporate fundamentals continue to improve. Moreover, EM corporate bonds offer attractive valuations in the current low-yield environment.
Assessing impact of recent rate hike
Everyone should be held to account
Investment is a balance between cost and return
Will AI replace humans over the next five years?
Opportunities in start-ups
David Coombs' Letter from America
Among the headlines about the global markets, you cannot fail to notice the supposed Doomsday scenarios being painted for the world's equity and bond markets.
Hedge fund closures have outpaced launches over three years