Tech’s rapid growth & the opportunities for investors
Watch Ali Unwin discuss the ongoing success of Apple, why the extraordinary growth of the FAANGs mean their valuations are justified & what he expects to be the key tech themes in 2018.
BB Biotech – double digit return and record dividend
With a total return of 23.1% in CHF BB Biotech delivered a strong performance in 2017. A record regular dividend of CHF 3.30 per share will be proposed at the AGM.
Strength in efficiency
With high levels of demand and limited access, the challenges facing India’s healthcare system are not too dissimilar to other emerging markets (EM). However, its strengths in tackling problems such as bed shortages may be providing valuable lessons for more developed market.
Emerging markets & the self-sustaining economic cycle
Watch Ewan Thompson discuss how 24 months of strong performance have set up emerging markets for a positive 2018, why China’s fortunes are pivotal to the global economy and what he is expecting to see from emerging markets this year.
21st century globalisation – the new secular trend
Julie Dickson explains how the Capital Group New Perspective Fund is benefiting from multinationals changing from being traditional goods and services companies to knowledge and information-based businesses.
Company earnings or Trump and China: what will drive GEM returns in 2017?
Emerging markets are undervalued, offer a compelling growth story and provide much-needed diversification so what is the number one driver for returns in the coming 12 months?