Past decade has seen a considerable shift the in emerging market story
Author Archives: Expert Investor Europe
The independent boutique advantage
Nedgroup Investments unveils its ‘Seven Golden Rules’ of fund manager selection
Liquid Alts: a phoenix from the ashes?
They were plagued by issues like managing ‘unconstrained’ strategies in ‘constrained’ vehicles, wishful thinking and back-tested results, and an aggressive hot-dot sales culture
The enduring investment case for semiconductors
Gregory Halton assesses the opportunities and risks of a sector that is suddenly making front-page news
Why community banks can drive returns from the US recovery
Sector’s post financial crisis bounce back has been largely overlooked
How EM companies are key to building a sustainable planet
They are uniquely placed to provide many of the solutions
Emerging markets and ESG do mix
Despite often starting at a lower base level in terms of ESG profile, EM issuers tend to be more receptive to engagement on ESG topics
Four themes set to dominate the life sciences industry
When investing in an exciting, high-growth area: you need to separate the hype from the reality
