With improved conditions in emerging markets set to continue, economic growth in the sector is poised to accelerate, says Gonzalo Pangaro, lead fund manager of T Rowe Price’s Emerging Markets Equity Fund.
Market uncertainty is making it tough to make the right calls, but investors are keener than ever to put their money to work. Portfolio Adviser’s Guernsey roundtable discussed the issues.
China left the US in the dust last month and was the best performing region of the MSCI All Country World Index (ACWI), while France and Germany crawled behind.
A robust dollar could have nasty implications for global assets but China is particularly at risk, said Andrews Gwynne partner Mark Smith.
The dismantling of Dodd-Frank will give European banks with ties to the United States a competitive advantage and could influence other nations to adopt a more competitive regulatory scheme.
The biggest risk facing markets in 2017 is the relationship between the US and China, says Andrew Merricks, head of investments at Skerritts.
With reports of China flexing its ballistic missile might in response to Trump’s “provocative remarks”, let’s hope Chinese New Year is celebrated with the right kind of fireworks.
With Chinese New Year around the corner and the steady opening up of the Asian country’s domestic markets, Architas investment director Adrian Lowcock said now could be a good time for UK investors to make a move, but urged caution.
As Donald J Trump prepares to assume the highest office in the United States, Portfolio Adviser reflects on the impact he has already had on global markets.
According to Psigma Investment Management CIO Thomas Becket, under President Trump we could get a version of Dante Alighieri’s Inferno, Purgatorio or Paradiso. The question is, which one?
Psigma Investment Management head of investment strategy Rory McPherson is advocating contrarian equities plays, emerging markets growth stocks and US high yield credit as we enter the era of ‘Trumponomics.’
Head of asset allocation at Legal & General Investment Management Emiel van den Heiligenberg has outlined what he sees as the seven key questions facing investors this year.
