Are investors in emerging markets in for a nasty shock? The omens do not look good. Emerging market currencies are in the throes of the worst sell-off since 2015; the rising oil price and a resurgent dollar are strong headwinds against growth; Argentina’s right-wing reformist government is seeking a credit line from the International Monetary Fund (barely a year after selling global investors a 100-year bond that was more than three times oversubscribed); and the continuing threat of a US/China trade war hangs over the Asia Pacific region.
There are clear dangers for markets ahead, including the Russian bear and a mountain of debt that has built up around the world.
When markets are reeling, it can be rewarding to check the merits of actively managed funds bucking the trend.
Andrew Pitts delivers a review of Money Observer’s Rated Funds for the first quarter of 2018.
Income-seekers who want some reassurance that dividends paid by investment trusts can grow. Here's how to dig for dividend growers.
Bitcoin frenzy has echoes of the dotcom boom and indicates that euphoria is spilling over from the stock markets.
The shambolic government and its Brexit negotiations as well as other economic indicators suggests Brexit worriers are right.
Despite valid criticisms, recommended fund lists serve an important function in a world where advice is no longer ‘free’.
The smart money is piling into emerging markets on the back of attractive valuations and macroeconomic trends.