Charlotte Cuthbertson sees the potential for growth in four emerging markets.
Henderson Rowe’s Artur Baluszynski explains how multi-factor investing can deliver more consistent returns over the long term.
With index trackers that exclude certain companies or countries
Trade wars and a global slowdown have been top of investors’ minds, but has the potential impact of such factors on emerging market growth been overstated?
Factors other than U.S.-China friction drive the region’s progress. Robert J. Horrocks, chief investment officer, Matthews Asia explains.
The manager sum’s up the trust’s objectives as he explains that ‘we just want nice little businesses run by ho
Japan’s stockmarket returns have lagged those of the other major economies, but that shouldn’t blind investors to the stock-specific opportunities on offer.
Narendra Modi’s election win has reinforced optimism about the Indian economy’s potential to grow and the efficacy of his reforms. However, investors seeking to benefit will have to be patient.
As we bid farewell to this portfolio, we reflect on the fortunes of a key theme in the portfolio and flag up macro risks that investors will need to keep an eye on.