As China’s capital markets continue to open up, we highlight the potential opportunity for emerging markets (EM) investors to reap the benefits of the broader opportunity set.
A year ago we identified the disruptive and economic forces that we thought would shape the decade ahead for investors. These were our "inescapable truths". But do they still hold true?
More and more international investors are turning their attention to the increasingly important China A shares market. Here’s why.
Craig Botham explains why the economics team has downgraded the growth outlook across the BRIC economies this quarter, with weakness in 2020 driven by the trade war.
Disruption wirkt sich nicht nur auf unser Leben aus, sondern auch auf die Kapitalanlage. Wir glauben an drei Gründe, warum kleine Unternehmen der beste Weg sind, um von diesem Trend zu profitieren.
Argentinian assets have fallen dramatically following the surprise result of the country’s primary elections. Our equity and bond fund managers share their views on what might lie ahead.