The increasing demand for luxury brands and an ageing global population are two long-term trends that thematic funds are looking to target.
Portfolio Management
Debt burdens driving down valuations
Germany is leading northern Europe out of recession while the south continues to suffer from debt issues, but it is a company’s links to emerging markets that is catching investors’ attention.
Getting the tactics right
Recent unanticipated events have added weight to the argument in favour of short-term tactical investing, though many still prefer to take a long-term approach, writes Roxane McMeeken
Is it time to look again at China?
In this article, Mike Sell, Director Emerging Markets at F&C, explains why he is positive on the outlook for China as an investment destination and highlights some of his other top picks in the emerging markets.
An opportunity too good to miss
Emerging markets should form a bigger allocation in client portfolios according to a number of private bankers, but there are several ways into the market
Asian players with a Western appetite
Western private banks may be looking East, but Asian managers are also looking to raise their profiles and gather assets from the US and Europe, writes Yuri Bender
Human input vital for adapting quant models to changing markets
Quantitative investment strategies require sound financial judgement if they are to be successful in changing market environments
Finding a strategy to access Asian explosion
An army of stockpickers is descending on Asia’s financial centres looking to profit from the region’s rapid growth. But what are the countries to look at, and which sectors deserve the most attention? Yuri Bender reports
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