25 years on, is this dotcom bust 2.0?
Investors are starting to voice concerns as the magnificent seven’s market dominance shows signs of slowing down
Emerging Markets
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JPM: Finding opportunity amid the vastness of emerging markets
With an investment universe of over 1,300 companies across 24 starkly different economies, selectivity is crucial, writes John Citron
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William Blair launches frontier market debt fund
It will invest in a niche subset of emerging markets that are ‘more challenging for investors to access’
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Auditing the index: Is the current fund benchmarking system fit for purpose?
Is it right that a group of indices used to measure the same sector will produce very different results, and the market as a whole is dominated by a handful of players?
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FundCalibre: The shifting fortunes of emerging market giants
China is showing early signs of improvement while India’s economy has started to weaken, writes Darius McDermott
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Hargreaves Lansdown flags two funds for poor value
The HL Global Bond fund and HL Emerging Markets fund received red flags for overall value in the firm’s AoV report
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Stepping into 2025: Managers offer some perspective on how to navigate a volatile new year
Lauren Hardy gauges the lie of the land across the investment universe as we embark on a new year
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Four views: Is China too cheap to ignore?
Portfolio Adviser asks four experts if investors are justified in shifting capital away from India to take advantage of the more attractive and cheaper China
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Carmignac appoints Naomi Waistell as portfolio manager
Haiyan Li-Labbé departs Carmignac to pursue different career
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The undervalued markets where managers are diversifying away from the US
Share prices in the US have reached dizzying heights, making cheaper equity markets more attractive
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Beneath the bonnet: The case for Samsung Life, Sunonwealth and Bim
Three fund managers on stocks that are getting them excited
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Morgan Stanley’s Oldenburg: Saudi Arabia offers bright prospects for EM investors
The head of emerging markets equity discusses why the overlooked region is in a sweet spot