Investment industry leaves Russia out in the cold
‘Do not expect to see any institutional managers taking positions in Russian securities again for a very long time, if ever’
‘Do not expect to see any institutional managers taking positions in Russian securities again for a very long time, if ever’
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Follows similar moves by Jupiter and Invesco as Russian markets remain largely suspended
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Even carving out a resurgent China, some EM economies delivered growth in Q1
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Crux Asia ex-Japan strategy is less tech-heavy than his former Baillie Gifford fund, with punchier positions in materials and commodities
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‘But switching and ditching stocks in response to rumour can lead to over-trading and capitalising losses’
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Analysts have yet to revise earnings estimates to factor in impact of Russian invasion and greater inflationary pressures
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Hedge funder has already more than doubled his initial investment in Polymetal
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Conflict in Ukraine is an opportunity for asset managers to provide greater clarity on their own ESG philosophy
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Mexico, Brazil, the US and manufacturing hubs in southeast Asia could benefit as countries look to nearshore more operations
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Handful of vehicles down over 10% from 24 February
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‘For the first time in 40 years double digit inflation doesn’t just look likely, it looks nailed on’
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Option could help some suspended funds resume trading
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