Chinese financials Russian energy stocks in common
Any position in broad emerging markets based on valuation is to a large extent a view on Chinese financials and Russian energy stocks, according to Schroders’ Johanna Kyrklund.
Investment
-
-
currency the doorway back into Indian equities
A combination of improving headline macro-economic numbers, the rising expectation of a market friendly election result, plus ongoing uncertainty within the emerging market peer group, is drawing India back onto the global radar.
-
Neuberger Berman launches EM debt fund
Firm expands UCITS offering
-
Emerging markets key to global growth Barnett
Mark Barnett says uncertainty over the strength of economic growth in emerging markets, particularly China, is not supportive for global growth.
-
BlackRock hires EM strategist from HSBC
New hire joins after four years heading HSBC's EM research
-
Biggest issues facing wealth managers today
Falling adviser numbers and an advice gap are just two of the wave of changes that are uppermost in wealth managers minds, according to research company Aite Group.
-
Newton sounds note of caution on equities euphoria
Risks seen around bullish views on US economy, Fed
-
Pharma M and A prompts FTSE jump
GlaxoSmithKline and AstraZeneca make big gains
-
Market volatility and the proverbial gift horse
Horses’ gums recede as they age making their teeth appear longer, hence the term, “long in the tooth. Inspecting the teeth of a horse given as a gift was therefore considered ungrateful.
-
Housing sector at a more normal level in 2014
The next cyclical downturn could be imminent, but the house building sector should still see a fairly good performance in 2014.
-
Beware these bargains and evade the value traps
We are a nation obsessed with bargains whether its retailers tempting us with Easter sales, or investors looking for the next great discounted opportunity but now more than ever is a time to look out for value traps.
-
Do your absolute return funds have too much beta
In times of volatility, absolute return funds should offer some respite, but with so many different strategies on offer it is far from a simple choice and many have yet to prove themselves.