The commodity driver for much of the past decade’s emerging market growth continues to stall. Does this mean the door is opening quicker for those emerging markets that are commodity importers? And is the emerging market story, therefore, all about Asia?
Seven years of equity rises, have we really seen any evidence of complacency that ended previous bull markets?
Standard Chartered shares spiked 12% in morning trade despite a noticeable dip in its first quarter profits.
While certain Japanese sectors are benefiting from a promising micro story, currency implications mean Heartwood Investment management is re-hedgeing some of its Japanese equities exposure.
India remains a favourite among emerging markets as political reforms are moving the country in the right direction, according to Mirae Asset Global Investments.
A graveyard for active managers or a door to tech and healthcare opportunities? The US market remains under scrutiny from wealth managers and analysts alike.
A weaker dollar and a low chance of an RMB devaluation support Asian currency stability, which has a strong equity market impact, said Falcon Private Bank’s CIO David Pinkerton.
AXA Investment Managers has appointed Michael Ganske as head of emerging markets fixed income, based in London.
Brexit should not concern investors because it is “simply not going to happen”, according to Old Mutual Global Investors chief executive Richard Buxton.
Growth investing has had a stellar few years but, amid talk of more favourable conditions for value investors, there is little evidence yet to suggest the tide has turned.
As the month of May trundles into view investors will be thinking about the traditional summer-proofing of portfolios, but the shrewdest among them may see more opportunity than danger.
With May just around the corner, a closer look at the FTSE All-Share Index during the past 30 years show that the old trading adage “sell in May” is a myth, according to JP Morgan Asset Management global market strategist Alex Dryden.
