Equities ditched as managers expect dramatic profit drop
‘The risk/reward profile looks less compelling’
T Rowe Price
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Year of the Pig looking lucky
Year of the Dog didn’t woof for Chinese equities, but investors hope to piggyback more solid growth this year
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Taking advantage of fear and uncertainty in equity markets
Growth companies on right side of dramatic change which is often driven by tech innovation
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Top rated small asset manager outperforms large peer
Scope’s top small asset manager Comgest outperforms group’s top large manager Kepler-Fonds, according to Morningstar data
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‘If everyone moves one way you need to be careful’
Industry experts debated key issues at the Expert Investor Portugal event last week including big data overreach and whether Mifid II puts European asset managers at a disadvantage. Click though the slides to see images of the event and read related article.
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Can Europe maintain its stellar 2017?
Recent statistics from Eurostat showed that the European Union economy expanded at its fastest rate for 10 years in 2017, registering a 2.5% increase on the year before.
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Is now the right time to head to frontier markets?
After several tough years, things have been looking more positive for investors in emerging markets over the last couple of years, with the region outperforming its developed market peers in both 2016 and 2017.
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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.
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ANALYSIS: EM outperformance – will the consensus hold?
There seems to be an investor consensus that EM stocks will continue to outperform both in the short and medium term. But what does that say about the absolute returns to be expected, and how should investors assess the dual threat Donald Trump and Fed rate hikes?
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Multi-asset – The Great Debate
Investors keep going big in multi-asset funds. What’s exactly their appeal, which strategies offer most value and how can you identify them?
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“Trumpflation will lead to Europe catch-up trade”
Donald Trump has vowed to put America first. But if his presidency proves to be inflationary, it’s going to be Europe first, America second.
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Diversification – it’s harder than you might think
Bonds are no longer the portfolio diversifier they used to be. Therefore investors have to increase the number of building blocks in their portfolio.