Baroness Dambisa Moyo: Why traditional multi-asset portfolios may lose their shine
The economist and author discusses return opportunities and risk mitigation
Emerging Markets
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Diverging performance: What is driving emerging market returns in 2024?
Emerging market growth is becoming increasingly dependent on fundamentals
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Ashmore suffers net outflows of £3.6bn as investors remain underweight emerging markets
More than 60% of the firm’s portfolios beat their benchmarks over 12 months
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PA Fund Manager Profile: Polar Capital’s Jorry Nøddekær on emerging market opportunities beyond China
The manager discusses why deglobalisation and the dwindling dominance of China will help spread opportunity and growth to other EM economies
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Opportunities for global investors: Beyond mega-cap tech stocks
While most global investors are struggling to look past mega-cap tech stocks, there is growing consensus more exciting sectors on more compelling valuations can be found
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Will frontier markets benefit from deglobalisation?
Relations between China and the US remain strained
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Somerset Capital to wind down after losing St James’s Place funds
Emerging specialist was dropped by SJP last week and has seen its AUM fall two-thirds since October
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Calastone: Equity flows positive for first time in half a year
Improved market sentiment and rising prices tempted UK investors back
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A transitional year for India
Alessia Berardi, head of emerging macro and strategy at the Amundi Investment Institute, encourages investors to look afresh at the opportunities on offer in India
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Amundi CIO and investment institute head discuss US projections, Asian emerging markets and bonds
‘High-quality bonds are back and should be a part of any portfolio’
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BlueOrchard launches impact credit fund focused on emerging markets
An SFDR Article 9 fund aiming to improve financial inclusion
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Newton IM names emerging market and Asia equities head
Liliana Castillo Dearth joins from Wellington