more than half ems are investment grade
How should investors get exposure to emerging markets given their improved fundamentals and an expanding investment universe? Amanda La Marca gives the EM debt side of the argument…
How should investors get exposure to emerging markets given their improved fundamentals and an expanding investment universe? Amanda La Marca gives the EM debt side of the argument…
John Fletcher poses an oft-asked question: “Why exactly did I buy that stock..?” and seeks out an answer that does not necessarily involve selling a position.
While the validity of Putin’s election victory is being challenged by some, his desire to introduce political and economic incentives may well surprise many external onlookers.
John Husselbee describes this as “one of the best early year gains”, for the FTSE All Share at least, though warns that just because a deal over Greece has been done, Athens will return to haunt investors.
Four open-ended funds dominate investors’ focus when considering absolute return investing although Charles Younes names those investment trusts that he argues investors would be far better off turning to.
Lee Robertson addresses the very vocal comments from low-cost fund providers and argues the case for active fund managers.
Tim Cockerill names three small-cap investment trusts that will best take advantage of the modest economic recovery he feels has just started.
Thibaut Cuillière looks at corporate bonds at one end and senior bank debt at the other as safe havens for investors this year.
Didier St Georges sees a great deal of positives affecting equity valuations yet is still keen to remain primarly defensively positioned.
Thomas Meléndez explains the positives for investors as secular and cyclical outlooks combine for emerging markets, particularly in Latin America, and point towards soft economic landings.
Brazil’s exports are made up of almost exclusively commodities and financials but its domestic focus brings far more attractive avenues for external investors.
Neel Kashkari gives his suggestions for where US equity investors should be putting their money bearing in mind his views on the over-reliance on household debt for growth.