Trump, tariffs, and trade wars – The pivotal uncertainties lingering over Chinese equities
How the forthcoming trade war is fought matters a great deal to China’s future, writes Polar Capital’s Jerry Wu
Polar Capital
-
-
Carmignac appoints Naomi Waistell as portfolio manager
Haiyan Li-Labbé departs Carmignac to pursue different career
-
Hidden gems: Three below-radar funds in the IA Targeted Absolute Returns
Spotlight on the small funds that are flying above market returns but below investors’ radars
-
Small caps: Is it time for some UK cheer?
A world in which the UK stockmarket outperforms the US seems implausible but the global economy could be lining up for a new cycle
-
Polar Capital Tech’s Rogoff: ‘Concentration risk remains elevated’
Shares soared 50.5% over the past year, but more than half its assets were concentrated in 10 stocks
-
Together in electric dreams: Three IT sectors capable of top returns
All three sectors have the best chance of producing top returns, month in, month out
-
Polar Capital: Is the China growth story over?
Chinese growth has slowed, but it is far from over, says Polar Capital’s Jerry Wu
-
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
-
Polar Capital renames Income Opportunities fund
Tom Dorner and Jack Deegan appointed fund managers to the newly-named Polar Capital Financial Credit fund
-
Square Mile: Nine funds poised for success in 2024
List includes funds from Ruffer, Liontrust and Artemis
-
Peel Hunt: UK asset manager shares downgraded by 15% amid weak quarter
Man Group and Tatton cited as ‘bright spots’ amid a gloomy picture for financial services
-
Mexican equities: Momentum or moment?
Polar Capital’s Naomi Waistell believes Mexico could be on the cusp of ‘unleashing its full growth potential’