Why have the BRICs underperformed other emerging markets?

While the path has not always been smooth, non-BRIC countries such as the Philippines, Peru, Indonesia, Egypt and Thailand have delivered over the past decade. Scott Berg, manager of the T. Rowe Price Global Growth Equity Fund, discusses emerging markets in Morningstar’s “Perspectives” series. 

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Ten shares for dividend growth

Fund managers spend a lot of time trying to identify “dividend growers” while avoiding the companies that cut their dividend, as Tesco, Centrica, Severn Trent, Tullow Oil and Morrisons have this year. In this Telegraph article, Evenlode Income’s Hugh Yarrow discusses ten shares for dividend growth. 

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Is there still value in Chinese equities?

In this AlphaSight video update, Gary Greenberg, head of Hermes Emerging Markets, talks about why he believes investors should stay the course in China despite the recent strong run for equity market. 

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What do you do when a guru leaves?

Mitesh Sheth, director of strategy at the London-based consultancy Redington, talks to IPE about the cult of personality in asset management, and what investors should do when key personnel leave for pastures new.

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The Modi effect starts to wear off as India falters

Fund managers have warned investors not to be complacent about their exposure to India after a remarkable run during president Narendra Modi’s first year in office. In this article, Jorry Rask Nøddekær, manager of the Nordea 1 – Emerging Stars Equity fund speaks to Investment Adviser about why further fall in the Indian stockmarket could “open up […]

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PwC forms alliance with pensions experts Redington

Pension experts PwC and Redington recently announced a strategic alliance combining the two firms’ strengths to better help their clients deal with the challenges faced by the pensions industry. Consultancy.uk speaks to Redington’s co-CEO Robert Gardner and PwC’s head of UK pensions Consulting, Raj Mody. 

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