Jan Dehn, head of Research at Ashmore, discusses how the remaining downside risks in Brazil moved a little closer last week. In Turkey, President Erdogan’s strategy of going to war to restore his parliamentary majority is working so far. Argentinean Economy Minister saves President Cristina’s blushes and opens the door for presidential candidate Daniel Scioli […]
Rowan Dartington Signature’s Guy Stephens looks at the geopolitical conflicts making a mark on global markets as September proved to be a volatile month. September was a very volatile month, as can often be the case. It experienced the highest close on the FTSE-100 this year at 6904.86 on the 4th before dropping to the lowest […]
Jan Dehn, head of Research at Ashmore discusses current geopolitical issues and the implications for Emerging Markets investors. The transformation of finance, economic policy and global politics that was sparked by the economic crisis in developed countries in 2008/2009 is far from over, in our view. Global politics is becoming more confrontational and investors in […]
There was continued unease from investors over possible tapering of stimulus measures by the US Federal Reserve, the latest survey from Interactive Data reveals.
Societe Generale analyses possible scenarios for oil price, stock markets and European equities on the back of Syrian tensions.
Keith Wade, chief economist at Schroders, comments on the current situation in Syria and how this will impact the global economy.
Turkey’s improving macro-economic outlook and growing political role means investors sense a success story.
Irene Campos of Inverdif Asesores on how fine art is adding diversification in the fund environment
Enrique Pardo of Allfunds Bank on the European welcome to non-European managers
Stefan Keil of NORD/LB on the duration challenge to selection
Miguel Ángel Olmeda of Bank Degroof Petercam Spain comments on the challenge of closet tracker funds
Loading ...
Beating the S&P 500 is possible 
Sean Flanagan to attend Hamburg Summit 
Anthony Cross to attend Hamburg Summit 
Luis Fañanas of JOHCM reviews European large caps at Copenhagen Forum 
Lars Jaeger of GAM addresses alt risk premia at Copenhagen Forum 
Kyle Kloc of Fisch AM tackles global HY at Copenhagen Forum 