Franklin Templeton: Can China’s newly-bolstered growth be maintained?
With economists upping their GDP forecasts for China, Marcus Weyerer examines how effective new fiscal policy will be in revitalising growth
Emerging Markets
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Nedgroup’s Roberts: Bond investors should avoid China and Japan
Bond holders should brace themselves for a rocky ride as two of the largest issuers face challenges
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Franklin Templeton launches two Saudi Arabia funds
Providing exposure to one of the world’s most ‘strategic markets’ for investors seeking high growth
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Redwheel CEO on the launch of new emerging market impact strategy
Tord Stallvik tells Portfolio Adviser about the firm’s new acquisition
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Jupiter acquires Origin and Nick Payne exits amid emerging markets ‘review’
Firm will acquire £800m of mostly institutional assets from the London-based boutique
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Mind Money: Are emerging markets poised for a comeback?
Emerging markets have been long criticised by scorned investors, but a potential boom in commodity prices could change the playbook, writes Julia Khandoshko
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Macro matters: Why managers are buying China again
Those investors who fled China have flocked back in recent weeks after a pivotal shift in policy that has gone mostly unnoticed by wider markets
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Artemis: Emerging markets’ growing appetite for reform
Japan has soared after governance reforms, and neighbouring EM countries are following suit, writes Raheel Altaf
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Mind Money: How to adapt to the shifting world economy
Markets are changing and asset managers need to change the way they invest, writes Julia Khandoshko
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Payden & Rygel: Balancing risk and return in frontier markets
Frontier economies offer superior returns versus broader emerging markets, but naïve investors can take on higher levels of risk
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EFG: Modi’s vision for the Indian market over his next five-year term
His plans to bolster India’s manufacturing sector are debatable, writes Sam Jochim
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Generation next with Fiera Capital’s Bortot: There’s a new breed of investment professional
Portfolio manager Mathieu Bortot on his path to a career in investment and the importance of learning to trust your own convictions
