1587 briefings from 406 companies
Equity investors want to have their cake and eat it, demanding ever-more sophistication from an increasingly selective list of funds, which gives unconstrained investing greater prominence in their hunt for the best possible risk-adjusted returns
Company:Standard Life Investments
Published:26 April 2016
As developing markets in Asia ex Japan move up the value chain, long-term investment themes are emerging across the region. These themes include domestic consumption, renewable energy, and manufacturing, to name a few.
Published:25 April 2016
The IMF’s attitude towards monetary policy has undergone a significant shift of late. This article explores the reasons behind this call for caution, and whether it is justified. The logic of their argument is questionable, download your copy to learn more.
Published:17 September 2015
As the year of the horse trots to a finish, so the year of the goat looks likely to herald a major push by China to establish a new “Silk Road”. Here, Ross Teverson of Jupiter Global Emerging Market Teams touches upon the new Silk Road.
Published:21 July 2015
Robert Swift, Newscape’s Lead Portfolio Manager of its New Perspective EM Equity Income Fund discusses China’s outlook and why slowing GDP is not necessarily a bad thing. In fact, an improvement from a lower level of capital expenditure per unit of GDP growth could be a big benefit to investors.
Company:Newscape Capital Group Ltd
Published:06 March 2015