VARP – a wonderful way of playing the EM theme
VARP is the latest hot EM acronym. GAM’s Tim Love explains why the combination of Vietnam, Argentina, Romania and Pakistan is such a compelling investment case right now.
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Latest Stories
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European-domiciled long term funds attract €62.6bn for October
Active equity and fixed income funds saw positive inflows for the month
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Octopus Real Estate appoints head of Spain in European expansion move
Cristina Pérez Liz joins Octopus from Kennedy Wilson
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Atlantic Council: Europe’s new industrial plans walking a risky line
Washington-based think tank says Europe’s industrial sector faces ‘formidable challenges’
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ING stakes case on fiscal stimulus in Germany
There are few signs of optimism across the continent, according to ING economists
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EU green lights ESG ratings regulation for 2026
The UK is also bringing forward ESG ratings regulation
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‘More than we imagined’: Ark Invest Europe reflects on Rize deal
Ark Invest Europe head and co-founder of Rize ETF Stuart Forbes sat down with Portfolio Adviser to reflect on Ark’s first year in Europe