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Brazil – Scandal not expected to impact the long term

By: Sudhir Roc-Sennett | 24 May 2017

The Brazilian equity market sold off strongly last week following the claim by a major newspaper that it had obtained a recording of the new Brazilian President,…

Making India great again

By: Simon Finch | 23 May 2017

Simon Finch (pictured) is the co-manager of the Ashburton India Equity Opportunities fund. Narendra Modi’s rise to power draws several parallels to the ascent of President Donald…

Awakening the green giant

By: Ilia Chelomianski | 22 May 2017

Climate change poses one of the biggest challenges of the 21st century. The conventional investor approach to climate change has focussed on managing risks around ‘stranded assets’-…

European investors chase yield in global bond sectors during April 2017

By: Detlef Glow | 22 May 2017

April was the fourth consecutive month showing a positive picture for long-term mutual funds. European fund promoters enjoyed net inflows into bond funds (+€21.0bn), followed by mixed-asset…

Calm

By: Maarten-Jan Bakkum | 22 May 2017

After years of capital flight, deteriorating economic policy conditions and high political risk, all is now relatively quiet in the emerging markets. President Trump’s protectionist ambitions seemed…

Is the so-called ‘reflation trade’ over?

By: Michael Stanes | 22 May 2017

Confidence in President Trump’s ability to execute his pro-growth agenda has further evaporated as more allegations have come to light around the Trump campaign’s possible collusion with…

The likelihood of a Trump impeachment in 2017 is 10%

By: Paresh Upadhyaya, Marco Pirondini And Michael Temple | 19 May 2017

What are currency markets saying about the possibility of impeachment, and do you think impeachment is likely? The talk of impeachment remains speculative and on the margins.…

The attractions of European syndicated loans

By: Sam McGairl | 18 May 2017

The syndicated senior secured loan market, originally the dominant sub-investment grade asset class in Europe, is now, in our opinion, set for a resurgence. This should be…

Schiff ahoi! Wie Anleger vom Kreuzfahrtboom profitieren

By: Gerd Häcker | 18 May 2017

Das Geschäft mit Kreuzfahrten boomt. Im Jahr 2017 werden Schätzungen zufolge über 25 Millionen Passagiere eine Seereise buchen. Ein Großteil dieses Wachstums findet in den Schwellenländern statt.…

WannaCry attack: AXA IM manager reviews cyber security

By: Jeremy Gleeson | 17 May 2017

Jeremy Gleeson, manager of the AXA Framlington Global Technology fund, shares his view on cyber security stocks in the aftermath of the WannaCry attack that has swept…

Significant tailwinds for EU renewables

By: Impax Asset Management | 17 May 2017

The message from the EU in March couldn’t have been clearer. The region is firmly on course to meet its 2020 targets for renewable energy following a…

Trump in Washington, what does this mean for emerging markets?

By: Jean-Philippe Donge | 17 May 2017

The morning of 9 November 2016 was one of the strangest in my career. As Donald Trump’s lead over Hillary Clinton was confirmed, the Asian markets plummeted.…

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