There seems to be an investor consensus that EM stocks will continue to outperform both in the short and medium term. But what does that say about the absolute returns to be expected, and how should investors assess the dual threat Donald Trump and Fed rate hikes?
How do you find companies undergoing positive change before the market discovers them? Mikhail Zverev, head of global equities at Standard Life Investments, explains the process.
The bank’s Asia wealth management unit has a strategy to increase discretionary business, which Tuan Huynh, head of discretionary portfolio management for Asia-Pacific, believes will not be limited by the parent bank’s restructuring plan.
ESG investing moved on from simple exclusion screening long ago, said Karine Hirn, partner at East Capital.
Chief executive Guy Strapp, in a sit-down with FSA, talks about the need to expand in China, 2016 results, the recent asset management M&A and fee pressure.
Despite stretched valuations in US equities and some predictions of an all-asset class market crash, Thorsten Becker, senior fund manager, remains optimistic.
Capital controls, regulatory changes and slowing economic growth are concerning to Latin American investors, according to Mariano Sardáns, CEO of wealth management firm FDI - Gerenciadora de Patrimonios in Buenos Aires.
A commodity price recovery and a resilient India should help sustain a rally in EM equities, according to Goldman Sachs Asset Management's chief investment officer of emerging markets equity, Prashant Khemka.