Gam sharpens focus on Asia equities
Investment director Jian Shi Cortesi will lead a revamped team and take charge of two more funds
China
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Storm warning as money pours out of UK equities
As investors lose faith in UK equities, and against a backdrop of market uncertainty and political turmoil, it remains to be seen what will tempt them back to the sector
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The Asia question: Should investors stay or go?
The sector has investors scratching their heads. Is it better to sit it out or are valuations an opportunity not to be missed?
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What lies ahead for markets in the coming months?
As the war in Ukraine rumbles on and global markets deal with the fallout from Putin’s weaponisation of energy, industry experts share their forecasts for the coming months
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Where are the opportunities as Asia’s ESG revolution gathers pace?
Green AUM in the region forecast to hit $500bn by 2025
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Surprisingly resilient emerging markets defy strong dollar
Even carving out a resurgent China, some EM economies delivered growth in Q1
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Ewan Markson-Brown: ‘Long-term growth investing works better in Asia than most other markets’
Crux Asia ex-Japan strategy is less tech-heavy than his former Baillie Gifford fund, with punchier positions in materials and commodities
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UK smaller companies and China could prove fertile ground for bargain hunters
And as the growth vs value debate rumbles on – investors could be better served seeking quality
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Grim headlines shake investor confidence in China
But Baillie Gifford’s Sophie Earnshaw believes there are still opportunities amid the risks
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Are Chinese and Japanese equities poised for a turnaround?
Significantly divergent monetary policies could give them an edge over western economies
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Horrible 2022 sees China investors hit a fork in the road
Current valuations make long-term growth story appealing but could also signal its time investors cut their losses
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Headwinds fail to dampen China’s long-term appeal
Its economy is still growing, albeit more slowly, and the government has plenty of levers left to pull