What 2024’s year of the election means for investors
As international relations become increasingly adversarial, a change in leader could bring about welcome and unwelcome consequences, writes Darius McDermott
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Five macro views on five regions: What will the elections mean for investors?
Nations representing half of global GDP are holding elections this year – how will markets be affected?
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Elections bring uncertainty but investors must stay hopeful
Investors must pay less attention to immediate politics and instead focus on long-term climate policies
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Baroness Dambisa Moyo: Why traditional multi-asset portfolios may lose their shine
The economist and author discusses return opportunities and risk mitigation
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Diverging performance: What is driving emerging market returns in 2024?
Emerging market growth is becoming increasingly dependent on fundamentals
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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
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Macro matters: Digital India
Digitalisation has underpinned the growth of the world’s most populous nation
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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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Liontrust’s Thompson: Why India is a ‘shining light’ in emerging markets
The fund manager is positive on India over the next decade
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HANetf to launch India internet and e-commerce ETF
Will launch in partnership with EMQQ Global
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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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September’s top-performing funds: UK markets strengthen off the back of bank and energy sectors
India and energy funds hold strong while infrastructure struggles