A fundamental risk model, known as Frisky, helps Investec’s Peter Eerdmans avoid the inevitable pitfalls of investing in emerging market sovereign debt, with outstanding results.
To complement our 'Chasing the Dragon' October feature, Philip Ehrmann explains why he is confident that improving productivity and efficiency among Chinese companies will counterbalance these costs and allow the country to retain its position as a manufacturing powerhouse.
Invesco managing director Bob Yerbury started out as an actuary in the City. Lindsay Vincent finds out what the future holds for the global fund manager.
Nick Price at Fidelity International tells Lindsay Vincent why a broad swathe of the globe, stretching from Russia to South Africa, has become an exciting new investment territory.
Alliance Trust, the £2.2 billion investment trust, stands accused of failing investors because its board of directors has failed to respond to the concerns of its shareholders, according to one of the UK’s most respected fund managers.
Right now it is possible to make a bear case for pretty much every major currency on the planet. Similarly, it is difficult to argue a bull case for most mainstream assets. Seldom have such stark signs of the times been seen. What should one do?
The near financial collapse of Greece raises serious questions about the eurozone’s future. Lindsay Vincent finds Neptune’s Rob Burnett unfazed but cautious.
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