Opportunities for global investors: Beyond mega-cap tech stocks
While most global investors are struggling to look past mega-cap tech stocks, there is growing consensus more exciting sectors on more compelling valuations can be found
Emerging Markets
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Will frontier markets benefit from deglobalisation?
Relations between China and the US remain strained
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Somerset Capital to wind down after losing St James’s Place funds
Emerging specialist was dropped by SJP last week and has seen its AUM fall two-thirds since October
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Calastone: Equity flows positive for first time in half a year
Improved market sentiment and rising prices tempted UK investors back
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A transitional year for India
Alessia Berardi, head of emerging macro and strategy at the Amundi Investment Institute, encourages investors to look afresh at the opportunities on offer in India
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Amundi CIO and investment institute head discuss US projections, Asian emerging markets and bonds
‘High-quality bonds are back and should be a part of any portfolio’
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BlueOrchard launches impact credit fund focused on emerging markets
An SFDR Article 9 fund aiming to improve financial inclusion
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Newton IM names emerging market and Asia equities head
Liliana Castillo Dearth joins from Wellington
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Calastone: Equity funds shed most money since mini-Budget crisis
The sixth consecutive month of net selling saw £1.2bn of outflows
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Chikara Investments launches fund for Jonathan Asante
Asante will work with team of four brought over from Stewart Investors
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MIGO’s Greenwood: EM scepticism creates compelling valuation anomaly
Fund manager discusses emerging market opportunities in India, Vietnam, and Georgia
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Central bank divergence: Have the gains been made in Latin America?
The region compares relatively favourably to other emerging markets, but it is still struggling for attention against its Asian peers.