Xi Jinping seems to have strengthened his grip on power after the most recent Communist Party Congress. This should give him a better chance of pushing through his vision of Party-controlled reform.
Fund houses must recognise the weaknesses of ESG and embrace dissent, says Deutsche Asset Management's Stuart Kirk.
This year has been characterized by very large swings in market sentiment for Japan equities. Increasing market volatility has coincided with shorter term news flow linked to the "comforts" and "concerns" for the global cycle.
Emerging market debt issuers are often assumed to be inherently less creditworthy than their developed market counterparts. But the reality tells a different story, says Rodica Glavan EMD portfolio manager at Insight Investment
Why two index trackers might give very different results
Fund managers John Stopford and Jason Borbora explain the dangers of using ‘simple’ correlation figures to determine investment suitability
Having managed UK equities for more than two decades, fund manager Colin Morton reveals how he has delivered a steady combination of capital growth and income in the Franklin UK Equity Income fund