PA Fund Manager Profile: Polar Capital’s Jorry Nøddekær on emerging market opportunities beyond China
The manager discusses why deglobalisation and the dwindling dominance of China will help spread opportunity and growth to other EM economies
The manager discusses why deglobalisation and the dwindling dominance of China will help spread opportunity and growth to other EM economies
Democrats and Republicans may have agreed on a spending deal, but experts still warn of ‘unsustainable’ levels of debt
Hilary Blandy explains how she is steering the Jupiter Monthly Income Bond fund towards smooth performance through today’s volatile macro conditions
Stonehage Fleming’s Gerrit Smit discusses the fourth industrial revolution, the reopening of China and currency movements
Geopolitical risk factors are exerting a greater force on companies and sectors, but investors still have time to adapt
Weakness against the dollar boosted earnings for equity investors in 2022
Top performers and compelling newcomers in the spotlight
Even carving out a resurgent China, some EM economies delivered growth in Q1
All eyes will be on the annual Jackson Hole meeting which may offer clues about the path moving forward
Many traditionally defensive assets have not lived up to their reputations
Higher long-term bond yields are usually supportive of the US dollar
The Volatility Index (Vix) has risen to its highest level since August, following a frenetic overnight sell-off in the bond and stock markets.