Ashmore argues there is ‘chronic over-estimation’ of EM risk
There is chronic over-estimation of emerging markets risk among investors relative to economic growth levels, according to head of research at EM specialist Ashmore, Jan Dehn.
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Rogue Scottish opinion poll causes carnage
The pound fell significantly in value on Monday and some UK equities slid sharlpy after a poll published at the weekend reported a slim majority in favour of Scotland leaving the United Kingdom.
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Mitons new man making quick changes
Mitons recent new hire David Jane has wasted no time in applying his views to the range of funds he oversees following his move to the firm in June.
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UK economy top of the world UK plc profits trouble
As has been much trumpeted by the government and its media advisers, UK economic growth is projected to be the strongest among all developed countries this year.
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Two places to look for negative correlation
In a world where one can no longer rely on bonds for negative correlation, one has to look for alternative diversifiers.
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Carney speech could threaten FTSE 100 earnings
Mark Carney’s comments on interest rates at Mansion House last night are the clearest sign yet that a rise is not far off and could lead to earnings downgrades for some FTSE 100 companies.
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Currency swings are the hidden danger for managers
The geopolitical and economic volatility being seen around the world means, now more than ever, investors strategies and tactical asset allocations are vulnerable
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The global monetary standard will inevitably be the renminbi
Michael Howells explores the Silk Road path to the renminbi becoming the global monetary standard.
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Man Group to further expand GLG capabilities
Man Group is planning to further develop the reach and product range of recent acquisition GLG.
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PA ANALYSIS: Managers and advisers hedge their bets
Is demand for sterling hedged share classes starting to pick up?