Pokemon Go fad highights gaming demand
The global mania for Pokemon Go underscores the powerful demand in the video gaming sector, according to Joshua Spencer, portfolio manager at T. Rowe Price.
The global mania for Pokemon Go underscores the powerful demand in the video gaming sector, according to Joshua Spencer, portfolio manager at T. Rowe Price.
The rise of populism is increasing the risk of a near-term policy shock, and thus of renewed market volatility. While we believe the fundamental environment remains sound, risks are rising. This suggests that prudent investors may want to consider positioning portfolios more conservatively, at least at the margin.
Bond market sectors are becoming increasingly correlated — and this is bad news for fixed income investors seeking to manage risk through sector diversification.
At our PA Emerging Markets event, we asked seven expert fund managers if investing across the regions was any more difficult than getting value from Europe; taking on Latin American bonds and banks; and getting the right Asian balance between India’s positives and China’s weaknesses.
At our recent PA Emerging Markets event, wealth managers told us they are incredibly positive on the developing world while the specialist fund managers were less so – we asked them why.
Bondholders should not be overly concerned by the high level of M&A activity being seen across Europe at the moment, according to T. Rowe Price’s Mike Della Vedova.
In principle, a global unconstrained approach should have the answer to most investment questions – not so says T Rowe Price’s Ken Orchard.
With interest rate hikes from both the Federal Reserve and Bank of England impending, Portfolio Adviser examines five funds that could soften the ride for investors.
Saudi Arabia has today opened its $570bn (£367.7bn) Tadawul stock exchange to direct foreign investments for the first time, which is being widely seen as a crucial stepping stone to the kingdom’s entry into the MSCI Emerging Markets index.
While much of the recovery in European stock markets in recent years has been driven by multiple expansion, we are now starting to see encouraging signs of earnings progress.
An inflection point is taking place across equity markets inviting investors towards more cyclical names.
Yule will join as of head of intermediary relationship management for UK and Ireland, establishing new wholesale and advisory contacts while maintaining relationships with the firms existing client base.