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Gradual rising of US rates will not hurt EMs like before

By: Salman Ahmed | 25 Jul 2017

“After years of targeting inflation, central banks are facing a new paradigm in conducting monetary policy. It will force some of them to choose between strictly meeting…

‘War and Peace’ on the Beach

By: Erik Knutzen | 25 Jul 2017

Erik Knutzen (pictured) is chief investment officer — multi-asset class portfolios at Neuberger Berman. In the northern hemisphere, it’s that time of year when we head to…

Six top tech trends as sector powers past ‘dotcom’ peak

By: Josh Spencer | 24 Jul 2017

Given the magnitude and pace of change in technology, the early identification of companies with exceptional growth potential is vital. We seek out innovative companies taking advantage…

Diversification and returns were key drivers of European fund flows in June 2017

By: Detlef Glow | 24 Jul 2017

European Fund-Flow Trends, June 2017 June was the sixth consecutive month showing a positive picture for long-term mutual funds. European fund promoters enjoyed net inflows into bond…

Bankers and spoiled markets

By: Guy Stephens | 20 Jul 2017

The testimony from Janet Yellen last week showed that, yet again, the Federal Reserve Bank has blinked amid concerns that the US economy may be entering a…

UK small caps – rich in global opportunities

By: James Zimmerman | 20 Jul 2017

Political uncertainty in the UK is likely to create volatility for many domestic-focused companies for some time, according to James Zimmerman, manager of the Jupiter UK smaller…

Sicherheit durch Wachstum – Auch Buffett thematisiert Technologieaktien

By: Gerd Häcker | 20 Jul 2017

Klassisches Value Investing, das vorwiegend auf günstigen Bewertungskennziffern basiert, wurde jahrzehntelang von vielen Anlegern erfolgreich betrieben. Aus unserer Sicht ist die Debatte um das „verbohrte“ Screening nach…

EMD: The challenges of inflexible exchange rates

By: Jared Lou | 19 Jul 2017

External vulnerabilities have declined in recent history for many emerging market (EM) economies, as many of them have given up currency pegs and allowed the exchange rate…

Volatile markets – timing (isn’t) everything

By: Mark Northway | 19 Jul 2017

Fund management is traditionally thought of as picking the right stocks and timing market movements. Active fund managers look to protect and increase their clients’ investments by…

Seconds out round Mifid II: who will win the fight to reduce margins? 

By: Alexander Dorfmann | 18 Jul 2017

An industry defining event that had the whole of Europe watching. But unlike in boxing, nobody in high finance knows who the winners and losers will be…

Economic growth backdrop supportive with some softening in US and UK

By: Graham Bishop | 18 Jul 2017

The growth backdrop remains supportive, although at the margin there appears to be some softening in momentum in the US and UK. This is resulting in the…

Of taxi drivers and hybrid engines

By: Wayne Bowers | 17 Jul 2017

Asia – the land of hybrid taxi drivers. In fact, I find taxi drivers one of the most fascinating groups of people I encounter on travels. On…

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