Stepping into 2025: Managers offer some perspective on how to navigate a volatile new year
Lauren Hardy gauges the lie of the land across the investment universe as we embark on a new year
Emerging Markets
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Four views: Is China too cheap to ignore?
Portfolio Adviser asks four experts if investors are justified in shifting capital away from India to take advantage of the more attractive and cheaper China
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Carmignac appoints Naomi Waistell as portfolio manager
Haiyan Li-Labbé departs Carmignac to pursue different career
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The undervalued markets where managers are diversifying away from the US
Share prices in the US have reached dizzying heights, making cheaper equity markets more attractive
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Beneath the bonnet: The case for Samsung Life, Sunonwealth and Bim
Three fund managers on stocks that are getting them excited
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Morgan Stanley’s Oldenburg: Saudi Arabia offers bright prospects for EM investors
The head of emerging markets equity discusses why the overlooked region is in a sweet spot
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Payden & Rygel: Why Indian bonds will keep outperforming
Alexis Roach and the EMD team discuss the asset class’s tailwinds
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Franklin Templeton: Can China’s newly-bolstered growth be maintained?
With economists upping their GDP forecasts for China, Marcus Weyerer examines how effective new fiscal policy will be in revitalising growth
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Nedgroup’s Roberts: Bond investors should avoid China and Japan
Bond holders should brace themselves for a rocky ride as two of the largest issuers face challenges
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Franklin Templeton launches two Saudi Arabia funds
Providing exposure to one of the world’s most ‘strategic markets’ for investors seeking high growth
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Redwheel CEO on the launch of new emerging market impact strategy
Tord Stallvik tells Portfolio Adviser about the firm’s new acquisition
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Jupiter acquires Origin and Nick Payne exits amid emerging markets ‘review’
Firm will acquire £800m of mostly institutional assets from the London-based boutique