Why FTSE titan Diageo can recover and thrive

In this Alpha Sight update, Hugh Yarrow, investment director at Evenlode, highlights some of the reasons why UK beverage giant Diageo can recover from its recent weakness and prosper once again.

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EMs not headed for 1990s crises re-run, says T. Rowe chief

Emerging markets are not headed back to the crises of the 1990s according to Gonzalo Pangaro, manager of the T. Rowe Price Global Emerging Markets Fund. Despite investor fears, the Citywire + rated manager explains why the region today is in a very different place than it was two decades ago.

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Venezuelan bond soars above mounting chaos of shortages

Venezuela’s foreign reserves are on course to run dry by next year – yet investors in the country’s short-term government-backed debt are laughing all the way to the bank.The Financial Times speaks to Jeff Kalinowski, emerging markets debt specialist at T Rowe Price, about the Venezuelan bond surge.

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4 niche trades fixed income managers are playing

Macro headwinds may have led to an upsurge in volatility – but for Hermes’s Fraser Lundie, T. Rowe Price’s Stephane Fertat, Neuberger Berman’s Jon Jonsson and Stenham’s Tim Beck, it is also throwing up opportunities.

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Where to find value and growth in China today

In this Alpha Sight update, Charlie Awdry, portfolio manager at Henderson Global Investors, discusses the areas he is still finding attractive in China following the strong run for the country’s equity markets in 2015.

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