There are a number of long-term drivers for emerging markets. But short-term factors have put emerging markets in the sweet spot this year, says UBS AM’s Kevin Barker.
Today is the time to tilt towards value in your European equities portfolio, says Rob Burnett, manager of the Neptune European Opportunities fund.
AXA IM’s Matthew Lovatt sees two big trends constituting the investment case for robotics: changing demographics and the impact of technology.
“Positive and constructive” was how the UK’s Brexit secretary David Davis described his mood as he kicked off negotiations with the EU on Monday morning.
Here are pictures taken during the successful Expert Investor Luxembourg seminar, held on 13 June 2017 at Le Royal.
Mark Mobius, AKA Mr Emerging Markets, will be stepping back from day-to-day management of several high-profile funds at Franklin Templeton. He tells us where he would like to retire, if it ever comes to that.
The European Union is pushing ahead with new rules that will force financial advisers to report “aggressive” tax planning schemes which help clients avoid paying tax, as it follows in the footsteps of the UK.
Marcus Bayer explains why investors should consider a multi-asset fund to navigate the low-yield environment.
In an environment where correlations between asset classes are fluid, you have to be flexible, argues M&G’s Christophe Machu.
Factors can be important guidelines for investors because they can act as a counterbalance for behavioural biases, explains BMO’s Christopher Childs.