Improving Chinese economy should keep EM calm – Kames
An improving Chinese economy should keep emerging markets calm and means that emerging nations are better placed to absorb a tightening of rates in the United States, according to Scott Jamieson, head of multi-asset at Kames Capital.
ANALYSIS: Italy now the real threat not Brexit
The Italian constitutional reform referendum this autumn will, or rather should, cause European investors to hold their breath more anxiously than they did on the morning of 24 June.
Emerging Markets | 1 Sep 16
Rousseff impeachment end of the road for Brazil contrarians
Wednesday’s vote by the upper house of the Brazilian senate to impeach Dilma Rousseff is being seen as a significant step forward for the country, but could well be the end of the road for contrarian investors.
Multi Asset | 1 Sep 16
WMA ditches FTSE in favour of MSCI
The Wealth Management Association has struck a deal with MSCI to provide a series of indices, replacing FTSE as its indexing partner.
ANALYSIS: Is Japan’s third arrow about to hit the mark?
With other major equities classes all having their own significant question marks, could the long awaited ‘third arrow’ finally be about the make Japan the best place to invest?