FSSA GEM Focus strategy: structured for resilience if developed markets slow down
Concerns about high inflation, rising interest rates and the growing probability of a recession in major developed markets are starting to weigh on investor sentiment. Nevertheless, the holdings in...
FSSA Investment Managers 27th Sep 2023
Ninety One | Oil and the price equation
Ninety One’s Tom Nelson discusses the oil price equation and implications of the recent rally.
Ninety One 26th Sep 2023
abrdn | The cusp of a lost decade, is China at risk of Japanification?
abrdn’s Nick Robinson sits down with Bob Gilhooly to look at all things China.
Aberdeen Investments 26th Sep 2023
Climate and energy scenarios
Exploring risks and opportunities.
Baillie Gifford 26th Sep 2023
Social equity and financial empowerment
Inspiring financial inclusivity, diversity and resilience in future generations.
It’s in the price
The market predictably over- and under-reacts to short-term news. While this creates opportunities for patient investors, be wary of those who claim you can make short-term trading profits.
Ninety One 22nd Sep 2023
Blurred lines: the EM’ification of developed markets
It’s worth examining recent bond market volatility when making asset allocation decisions – you might be surprised at how traditional ‘safe havens’ fare.
Japan
Will reforms further unlock stock valuations?
Capital Group 22nd Sep 2023
Interest rate update
The Bank of England held its key interest rate at 5.25% at the MPC’s September meeting. MPC members voted by five to four in favour of no change, ending a run of fourteen consecutive rises th...
Adviser-Hub 22nd Sep 2023
As rate hikes near end, historic investor opportunity may begin
Mike Gitlin, Incoming President & CEO believes we’re on the cusp of a major transition.
Guide to recessions
Nine things you need to know.
Unlock income opportunities across key credit sectors
With starting yields at levels between 5.5% and 8.5%, the stage is set for positive total returns over the longer term.
Helping complete the research ‘puzzle
ESG integration has become a valuable aspect of investment idea generation, research and analysis.
The European economy is in for a rocky ride
Why the eurozone is in for a tough time, and the opportunities arising from this.
EM debt: the evolution of an asset
The growing size and importance of EM as an asset class and its potential diversification benefits mean that an allocation merits serious consideration.
Categories
Archives
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
Authors
Tags
Sign up to our Hub News E-Newsletter