Investment Strategy
Emerging Markets | 15 Aug 16
Emerging market equities: as compelling as they seem?
In August 2015, emerging market equities were in the midst of the most serious market correction since 2008. A year on, investors are more bullish than ever about the asset class. Is this radical change of mood justified?
Investment | 11 Aug 16
Bubble warning: Five indicators to watch out for
As the old strategy of “sell in May” has proved a failure thus far in 2016, Russ Mould, investment director at AJ Bell, looks at five indicators investors can use to judge whether there are further gains to be made or whether markets are entering bubble territory.
Money still leaving China-focused funds
One year after the surprise yuan devaluation and subsequent market crash, $4.5bn has flowed out of funds focused on China equities, according to data from Morningstar.
Commodities | 10 Aug 16
Bonds are the new commodities in a ‘dangerous neighbourhood’– JP Morgan
A negative yielding bond is trading like a commodity, according to Oksana Aronov, managing director of JP Morgan’s Income Opportunity Fund.
Investment | 5 Aug 16
Investment prospects of the top 10 Olympic nations
As the world’s attention turns to Rio for the opening of the 2016 Olympic Games on Friday, fund managers have assessed the investment opportunities on offer in the most powerful Olympic sporting nations.