Finding long-term opportunities in emerging market equities
Leigh Innes reveals where T. Rowe Price’s emerging market equity team finds the best structural opportunities.
MultiMedia
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Responsible investing can lead to outperformance
Investing in companies that have strong sustainability credentials can deliver alpha, says BMO Asset Management’s Nick Henderson.
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How to win by not losing
In this video, head of credit research at Rogge Global Partners, an Allianz company, Mark Wade explains how investors can win by not losing.
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How can investors achieve smooth returns?
Combining steady returns with low volatility is a key requirement for most investors. In this video, Unigestion’s head of macroeconomic research explains how investors can achieve that.
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Why now is the time to increase your emerging markets exposure
Increased urbanisation and the rise of the middle classes are the long-term drivers for emerging markets. But there are a couple of other short-term factors that make the asset class even more compelling, says Kevin Barker.
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Absolute return managers can profit from divergence
As economic trajectories and central bank policies across the globe diverge, dislocations occur. You need a flexible manager to profit from this, says GAM’s Mark Pearce.
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US equity CAPE at a 13-year high – time to sell?
The cyclically adjusted P/E ratio of the S&P 500 is at its highest level since 2004. What does that say about return prospects for US equities going forward? Gabriel Bartholdi, head of asset allocation at Swiss consultancy firm Wellershoff & Partners, gives his view.
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From growth to value
Holger Wehner from Allianz Global Investor explains where they are finding opportunities in global markets, with a stark change of stance from growth to value at the current time.
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Trump’s protectionism
US Protectionism is not good for anyone, says Eric Papesh of T. Rowe Price. Eric believes we will have stock market volatility in the short term.
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Absolute return – a must-have if you want low-volatility investments
Richard Brown of Henderson Global Investors argues that in a post-Trump world, investors need to partly replace traditional bond investments with absolute-return type of funds.
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European banks are cheap
Schroders’ value Fund Manager Andy Evans says European banks are currently unfavoured and cheap, but with balance sheet de-risking, he is finding them particularly attractive
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Equities are still the place to be right now, says Leif Hasager – Part 1 of 2
The MSCI World has recently hit a record high. For Leif Hasager, CIO of the Danish wealth manager Formuepleje, this hasn’t been a sign to take profits. In this video interview, he explains why.