Analysis
Emerging Markets | analysis 2 Sep 16
Investors piled into EM for wrong reasons – Hermes’ Greenberg
Investors have jumped into emerging markets for the wrong reasons, according to Hermes Investment Management’s Gary Greenberg, and with the strong possibility of a Federal Reserve rate hike, he predicts it is only a matter of time until they realise they have had their dessert before the main meal.
Emerging Markets | analysis 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.
Asia | analysis 31 Aug 16
Asia bear still growling
Even though a growing group of asset management firms are warming to emerging markets, Gary Reynolds, chief investment officer at UK-based wealth and asset management firm Courtiers, remains bearish on the region and believes the US is the most attractive opportunity.
Europe | analysis 31 Aug 16
Multi-asset funds outnumber bond funds – Lipper
There are now for the first time more multi-asset funds than bond funds for sale in Europe, according to statistics released by Lipper today.
Asia | analysis 30 Aug 16
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?