Investment
Emerging Markets | 28 Jun 18
Five emerging market views on Mexican elections
Mexico is set to lurch to the left when it goes to the polls this weekend with populist Andrés Manuel López Obrador, known by his nickname Amlo, the front runner in the presidential elections. Five managers weigh in on what Mexico’s politics mean for emerging market investors.
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 | 27 Jun 18
US headed for 2020 recession, warns Hong Kong investment chief
Alternative assets in client portfolios should be increased beyond the current 20%-25% to protect against periods of volatility and a coming US recession, according to Isaac Poole, Oreana Private Wealth’s recently appointed chief investment officer.
Dimensional in aggressive Asia fund push
US-based Dimensional Fund Advisors is awaiting regulatory approval from the Monetary Authority of Singapore (MAS) for nine funds to be sold in the Lion City, according to records from the regulator.
ETFs could spark next financial crisis
An economics consultancy has warned that ETFs contain a design flaw and could well be the catalyst for the next financial crisis.



