Why tracking EMs is like nailing jelly to a wall
As emerging markets continue to struggle, so has investors’ patience been tested, but what can a conscientious asset allocator really do about it?
Investment
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EM bulls overlook BRICs fall from grace
Most wealth managers expect to increase their exposure to emerging market equities, despite evidence that structural problems in BRICs is pushing investors towards peripheral territories.
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merkel in the driving seat
Standard Life Investment's Jack Kelly discusses the upcoming German election and its potential impact on markets.
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when is a bubble not a bubble
Jupiter's Steve Davies surveys the options the Bank of England's Financial Policy Committee has to prevent an overheating housing market, asking if any of them are yet necessary.
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raising out of the ashes
Is it too late to take advantage of the "low-hanging fruit" in the listed private equity space, asks Smith & Williamson's head of multi-manager James Burns
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finding gold in hedge fund strategies
Sanlam Private Investments' James Mercier, says Ucits-compliant hedge funds should be given a chance and not tarred with the same brush as the Madoff brigade.
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a vanishing world
Latest FCA figures show adviser numbers have increased post-RDR, but the pressure is on as the marketplace becomes more competitive.
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a letter from indonesia
Jupiter's Ben Surtees gives his views from the ground, following a 10-day trip across South East Asia.
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the european recovery implications bonds
T. Rowe Price's David Stanley looks at what investors can expect from corporate bonds now the eurozone is showing tentative signs of recovery.
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what robinson did post-schroders
With a clientele of ultra high net worth entrepreneurs, Signia Wealth's Rupert Robinson has an ambitious business model to meet their demands.
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let the data do the talking
Invesco Perpetual's Stuart Edwards, provides his outlook for global bond markets.
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end of summer asset allocation
PSigma Investment Management's Thomas Becket discusses the changes witnessed in markets during August and how this has informed his thoughts on asset allocation.
