Russia has been revelling in the success of hosting the World Cup, but its latest brush with US sanctions remains fresh on investors’ minds.
Neil Hermon, manager of Henderson Smaller Companies trust, on the four considerations that shape his portfolio choices
Despite recent market volatility, Vietnam may benefit from the trade war due to an acceleration of manufacturing moving from China to Vietnam.
While there is little doubt that risks remain, thanks to Chinese government policy the attractiveness of the onshore stock market has increased.
Since 2009, dividend payouts from Asian companies have grown by 162 per cent – the highest level of growth of any region over the same period.
The US/China trade war is bad news for markets, but China’s faltering consumer and overheated property markets could really raise the pressure.
While it's not clear that trusts run by managers with a personal stake achieve better performance, it’s comforting to know your fortunes are aligned.
While we anticipate further vulnerability following the re-election of Erdoğan, we maintain a positive view on both hard currency and local currency bond.
In the reversal of positive sentiment that we have seen lately, opportunities appear to be arising for long-term investors.