Author: pammyjoha

03.12.2018

Has Santa come early for emerging markets?

Nick Payne believes the respite in the Sino-US trade war is an early Christmas gift for emerging market equities.

09.11.2018

The attraction of dividends in an uncertain world

At times of stock market volatility, investors often turn to the greater stability of dividends, but a danger in dividend...

26.10.2018

European Commission rejects Italian budget

Nicholas Wall, manager of the Merian Strategic Absolute Return Bond Fund, comments on the Italian budget.

11.10.2018

Market volatility: managers comment

In the light of recent volatility across world equity markets, three of our leading fund managers offer their interpretations and...

08.10.2018

Staying true to the data

Why investment is best undertaken by a systematic approach and by looking carefully at the data, says Ian Heslop of...

05.07.2018

Emerging market equities: be selective

Nick Payne, head of global emerging markets, examines the reasons behind the current volatility in emerging markets and what this...

03.07.2018

Gold: right time, right place

As the US and eurozone central banks begin unwinding their unconventional monetary policies – involving purchasing unprecedented amounts of bonds...

27.06.2018

Growth opportunities abound

It is an age-old conundrum for investors. Should value stocks – shares that typically trade at lower prices relative to...

16.03.2018

Emerging markets supported by macro environment

Emerging market debt went through a long overdue correction in February, but the overall macro story remains very supportive of...

14.03.2018

Emerging market equities: good times

Nick Payne looks at the reasons behind the profits recovery in emerging market equities and asks, ‘is it sustainable?

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