Macro Views
Five views on a ‘no deal’ Brexit
Experts look at how investors can position themselves if the UK crashes out of the EU
Investment | 31 Jul 18
Megatrends that will shape investment growth
There are nine key megatrends that will have a big impact on the investment philosophy of the future, according to research by RBC Wealth Management, part of the Royal Bank of Canada.
Investors find Chinese companies ‘difficult’
A staggering 98% of global investors said they have difficulties engaging with onshore Chinese companies and do not agree with the recent A-share inclusion on the MSCI, according to a survey by the Asian Corporate Governance Association (ACGA).
EM positions hit by stronger dollar, says UBS Wealth
The strengthening US dollar has resulted in tactical changes to client portfolios, according to Mark Haefele, Zurich-based group managing director and global chief investment officer.
Investment | 19 Jun 18
Why are investors seeking out Russia?
With the 2018 World Cup underway, all eyes are on Russia. Having generated negative headlines in the international political arena, it is encouraging, and perhaps surprising, to see the ongoing scale of foreign investment in the country, says Elio Manca, managing director of ITI Funds.