Surprisingly resilient emerging markets defy strong dollar
Even carving out a resurgent China, some EM economies delivered growth in Q1
Russia-Ukraine crisis
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Ewan Markson-Brown: ‘Long-term growth investing works better in Asia than most other markets’
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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Susannah Streeter: We are about to see the biggest cost of living squeeze in a generation
‘But switching and ditching stocks in response to rumour can lead to over-trading and capitalising losses’
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Markets ‘not out of the woods yet’ despite shrugging off Ukraine crisis and rate rises
Analysts have yet to revise earnings estimates to factor in impact of Russian invasion and greater inflationary pressures
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Crispin Odey rakes it in on Anglo-Russian miner bet
Hedge funder has already more than doubled his initial investment in Polymetal
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Hortense Bioy: Be open with clients about divesting from Russia
Conflict in Ukraine is an opportunity for asset managers to provide greater clarity on their own ESG philosophy
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Larry Fink: Russia war on Ukraine spells end of globalisation
Mexico, Brazil, the US and manufacturing hubs in southeast Asia could benefit as countries look to nearshore more operations
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How have GEM funds held up one month on from Russian invasion of Ukraine?
Handful of vehicles down over 10% from 24 February
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Pressure on BoE for aggressive rate hiking as inflation leaps above 6%
‘For the first time in 40 years double digit inflation doesn’t just look likely, it looks nailed on’
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FCA mulls ‘side pocket’ solution for retail funds with illiquid Russian assets
Option could help some suspended funds resume trading
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Quilter bars new Russia investments in sub-advised funds
‘There is no circumstance or valuation case for these securities to be part of a portfolio’
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Goldman Sachs pulls out of Russia
First Wall Street bank to shutter operations in the region
