With US valuations higher than they have been for many years and the QE-fuelled run in European assets, investors are once more turning to emerging markets, putting the BRIC economies back under the spotlight.
Hermes Investment Management has warned investors that the Russian markets resemble the military ceasefire with its neighbour Ukraine in that ‘being calm today does not preclude mayhem tomorrow’.
Walking the beat and stockpicking are two very different worlds, but Sunil Asnani, head of Matthews Asia’s India Fund, says that policing the Indian streets is what gave him the stomach for stockpicking.
Equity investors have by and large emerged unscathed from the first quarter, still bonds and commodities have suffered, and there are bigger risks facing portfolios going in to Q2.
Activist hedge funds were the best performers in the hedge fund space through February, according to an eVestment report.
Equity markets have seen significant rallies today driven in large part by an apparent easing of one of the principal geopolitical risks weighing on asset prices.
Rowan Dartington Signatures Guy Stephens looks at the risk of a new Cold War and potential implications for markets
New analysis by ING has quantified the economic peril faced by the European Union as a result of Russias boycott of EU produced food.
The ratcheting up of sanctions against Russia by the European Union has cast an economic shadow over the ECB meeting coming up on 7 August.
The days of the all-encompassing generalist emerging markets fund may be over, with investors looking to more country-specific vehicles this time around. But which are the best?
Global leaders have spoken out over Putin’s attempted seizure of Crimea.
The prospect of war in the Crimea is bringing out the best in the doomsayer national news headline writers while the more astute financial publications look straight through them in search of the investment winners and dump the losers.
