Indonesia throws off ‘Fragile Five’ tag
Indonesia is starting down an exciting economic development path so its companies should enjoy a natural tailwind, argues Emily Fletcher
Opinion
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New Capital’s Rawicz: How to tap into the AI revolution
Investors wishing to be part of the AI journey should be looking at three layers of growth – hardware, infrastructure and applications
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GAM’s Howard: Why investors cannot risk ignoring Chinese equities
Global desire for strategic autonomy away from China is ‘wholly unrealistic’
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MGIM’s Parfect: Give damaging AIFMD regulations for investment companies the red card
Classifying investment companies as AIFs is increasing their optical – and not their actual – fees, write Momentum’s Richard Parfect
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Nordea’s Gorgemans: Tapping into the ‘cross credit’ space across Europe
Overcoming the ‘bittersweet credit conundrum’
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A new era for investing: Is now the time for hedge funds?
Investors are turning their attention to alternative asset classes
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Kermitted Asset Management: Message in a battle
The chairman of Kermitted AM unveils an innovative way of attracting new flows towards, um, The Sector Formerly Known As Ethical
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Liontrust’s Thompson: Why India is a ‘shining light’ in emerging markets
The fund manager is positive on India over the next decade
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Economist Trevor Williams: ‘Only a matter of time’ before central banks start cutting rates
The risk of a UK recession and an ‘outright fall’ in inflation is growing
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Cohen & Steers’ Rosenlicht: Investors must look beyond alternative energy to smooth returns
The portfolio manager believes demand for traditional energy will increase ‘meaningfully’ in the coming years
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Treasury hunt: MGIM’s Owen on the storm brewing in bond markets
10 year treasury hit highest level since the GFC last week
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Square Mile: Global funds to watch
Square Mile’s Charlie McCann checks out the top performers and compelling newcomers