Scottish Mortgage managers admit mistakes on China
Co-manager Tom Slater said he was slow to recognise deteriorating relations with the US
China
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Darius McDermott: Tapping into the biggest risk/reward market of 2023
No-one is suggesting China is anything but volatile but things are starting to get interesting
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Tightly wound Chinese economy poised to spring back into action
But easing of restrictions could open the Covid floodgates or heap more misery on global inflation woes
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Should investors bear with US?
Paul O’Connor of Janus Henderson and T Rowe Price’s Eric Papesh give their views on the prospects for American assets
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What next for China after president Xi consolidates power?
Recent history has shown how successful sectors can be cut down to size at the whim of the government
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Gam sharpens focus on Asia equities
Investment director Jian Shi Cortesi will lead a revamped team and take charge of two more funds
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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
