Invesco’s Aujla on US growth stocks, bright spots in small caps and why passive investing isn’t passive
Fund manager David Aujla, who runs Invesco’s Summit Growth multi-asset portfolios, explains where he is seeing opportunities
China
-
-
‘Not a time for major calls’: Six multi-asset managers explain their Q4 positioning
Six investors outline their thoughts on markets for the final quarter of the year and beyond
-
From marketing slogan to political alliance: Can BRICS challenge the status quo?
Following the expansion of the BRICS group, investors discuss which constituents offer the best opportunities
-
IA China the worst performing sector in ‘damp squib’ August
Property sector woes impacting performance
-
Will China’s weakness derail global growth?
Bad news for China doesn’t have to be bad news for Asia overall
-
Liontrust to merge China Fund into wider EM strategy
Manager Ruth Chambers to move onto the Liontrust Emerging Markets Fund
-
Five top-performing EM funds with the lowest exposure to Chinese equities
BNY Mellon, Franklin Templeton and JP Morgan funds all make the grade
-
Will deflationary pressures stretch beyond China?
Capital Economics’ Neil Shearing and PIMCO’s Carol Liao argue whether or not China’s slowdown will have a negative global impact
-
SuMi Trust’s Suzuki: Using Japanese stocks to capture India’s growth
SuMi Trust’s Tatsuya Suzuki discusses how investors can overcome barriers to entry to capitalise on India’s growth
-
Antipodes Partners: How troubled China is changing tact to take trade market share
Antipodes’ Alison Savas discusses where she is finding opportunities within Chinese equities despite multiple headwinds
-
Are emerging markets back on the menu?
Emerging markets have been out of favour in recent years, but there are signs investor appetite is returning with China and India dominating
-
FSSA All China Fund
In this Fund in Five we talk to Raheel Altaf, lead manager of the Artemis SmartGARP® Global Emerging Markets Equity Fund, to look at the portfolio from five angles and understand why now is a good time to invest in the region.
