Traditional drivers in emerging markets are being increasingly challenged by global headwinds. Gary Greenberg, head of emerging markets at Hermes Investment Management, tells Investment Week how investors can adapt to the evolving economy. Continue reading “Hermes’ Greenberg: The headwinds and tailwinds for emerging markets”

Asia and emerging markets have been a perennial source of bad news for investors for a number of years. However, Nicholas Beecroft, portfolio specialist on the T. Rowe Price Asia ex Japan fund, tells FE Trustnet this year’s events have opened a buying opportunity for contrarian investors. Continue reading “When will be the time to buy Asia and emerging market funds?”

UK investors showed a clear preference for European equities in October, but will that continue into 2016? Oliver Russ, manager of the Argonaut European Income Fund, tells Portfolio Adviser further market progress hinges on earnings growth – and this is increasingly starting to happen. Continue reading “PA ANALYSIS: Is 2016 going to be Europe’s year?”

Ben Peters, investment director at Evenlode, tells InvestorVlog why the team is bullish on software company Fidessa. Continue reading “Why we are backing a Fidessa turnaround”

Ardevora’s Jeremy Lang explains to Investment Week why he continues to have a nervous view towards many sectors and sticks to his ‘lower risk’ principles when it comes to investing. Continue reading “QE limbering up and waiting to bail out the reckless – again”

As Black Monday sales hit stores both in the UK and abroad, This is Money asks Ardevora’s Jeremy Lang, Argonaut’s Barry Norris, and Alken’s Nicolas Walewski which retail holdings they expect to prosper over the long term. Continue reading “Want to make money rather than spend it this Black Friday? Experts pick retail shares to win from the sales – and all year round.”

The European Central Bank (ECB) and US Federal Reserve have reignited debate on monetary policy divergence, writes Hermes’ Tim Crockford for Fund Strategy. With hawks circling the Fed in anticipation of a December rate hike and ECB president Mario Draghi appearing to have ushered in a new era of deeper quantitative easing, Crockford asks what this means for investors. Continue reading “Hermes’ Crockford: Investors can benefit from Central Bank policy divergence”

Thanksgiving has kicked off America’s holiday season, with the late November event typically serving as a good time of year for investors to tuck into US equities. Citywire Global canvasses T. Rowe Price US Blue Chip Equity Fund manager Larry Puglia, Neuberger Berman US Long Short Equity Fund manager Charles Kantor, and Nordea 1 – North American All Cap Fund manager Ed Cowart for their current views on the asset class. Continue reading “Thanksgiving themes: three US equity experts on trends to track”

Following a torrid few years for emerging markets that came to a head in the summer of 2015, Neuberger Berman bond manager Prashant Singh talks to Citywire Global about European interest in Asia and the on-the-ground case for the region. Continue reading “Asia from the outside: an EMD expert on handling new viewpoints”

FE Alpha Manager Barry Norris, founder of Argonaut Capital Partners, explains to Trustnet that like the Soviet Union in the late-1950s, the Chinese economy may have already peaked. Continue reading “Barry Norris: Has China already peaked?”