Trium: Why geopolitics will keep pushing gold prices higher
The gold rally shows no signs of slowing as banks around the globe continue to ramp up buying, writes Tom Roderick
China
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Morningstar: What does the US election mean for investing in China?
The new president’s stance on China will have knock on effects for investors – Nick Stanhope looks at how to navigate them
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abrdn: Asian tech giants were paying dividends long before the US caught on
Companies such as TenCent, Samsung and TSMC were returning value to shareholders before the likes of Alphabet, says Yoojeong Oh
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Macro matters: Why managers are buying China again
Those investors who fled China have flocked back in recent weeks after a pivotal shift in policy that has gone mostly unnoticed by wider markets
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Artemis: Emerging markets’ growing appetite for reform
Japan has soared after governance reforms, and neighbouring EM countries are following suit, writes Raheel Altaf
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Beneath the bonnet: The case for Celsius, Danieli and Muji
Three fund managers share stocks that are making a difference
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Invesco launches ChiNext 50 ETF
First European ETF with targeted exposure to the ChiNext 50 index
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Macro matters: Made in Mexico
As the nearshoring boom gathers pace on the back of the US/China trade war, Mexico is well placed to take full advantage
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Four views: Mapping the frontier
Portfolio Adviser asks this month’s panel for their outlook on investing in frontier markets
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Candriam launches sustainable EM ex-China fund
Amid greater demand for products in the sector
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Three key factors that could ‘change the script’ for Asian equity funds
Asian equity funds may now lose the headwind of China, and gain the tailwind of the technology cycle
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Morningstar: How likely are elections to impact markets?
As half the world heads to the polls, Nick Stanhope examines to what extend markets could react
