Emerging economies

Investing in China: five fund picks for the Year of the White Rat

Adrian Lowcock, head of personal investing at Willis Owen, analyses the outlook for investing in China in 2020 and gives five ideas for investors to take advantage of the world’s second largest economy.

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Why emerging markets equities are predicted to trounce US equity returns in the 2020s

Research Affiliates argues that there is little room for US equity prices to rise from where they currently are.

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Model Portfolios annual review: can rocketing returns go higher in 2020?

Money Observer's 12 model investment portfolios returned to form with double-digit growth in 2019. In the annual review, the rocketing portfolios are recast for an uncertain outlook.

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Emerging markets: winds of change that carry good news for investors

Corporate governance shortfalls can present challenges in emerging markets, but some countries have moved fast to plug gaps, write Chetan Sehgal and Andrew Ness.

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Bond investors: the hunt is on for decent yield

Bonds are expensive, but there are still pockets of decent yield to be found, writes Ceri Jones.

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China’s dominance is about more than demographics

Fidelity China Special Situationss Dale Nicholls explains how the Asian nations growing dominance is being built on a bedrock of domestic consumpti

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Where can value investors find the best fund and trust bargains?

With the manta ‘buy low, sell high firmly in mind, Jennifer Hill makes a solid argument for a shift to buying value.

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Will there be hot war in the Middle East?

Tension between the US and Iran is ruffling markets, writes John Redwood, who examines the likelihood of a major conflict.

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How should investors deal with risk of war?

By hedging for one risk (war), investors could end up overexposing themselves to a plethora of other risks.

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