Author: pammyjoha

10.10.2018

A year of change

Mark Nash, head of fixed income, weighs a new volatile environment for investors.

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...

09.03.2018

Embrace the new normal

Spring is in the air. Wakened from their cosy lethargy of the long winter months, Mother Nature’s ‘green shoots’ are...

26.02.2018

Is your income fund as safe as you think?

All is not quiet in equity markets, and investors need to be aware of hidden risks.

22.02.2018

The brave new world of investor sentiment

The sharp correction in equity markets in early February 2018 has reignited the debate over what moves markets: rational economics...

22.02.2018

Gold and gold equities: essential portfolio diversifiers

In this note, the manager looksat correlations between globalequities, and gold and goldequities, during five periods of sharpstock market falls.

14.06.2017

Three reasons why EM debt to retain allure

US dollar-denominated emerging market debt has enjoyed a strong 2017 so far, with the JPM EMBI Global Index returning about...

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