Oliver Bell, manager of the T. Rowe Price Frontier Markets Equity Fund and T. Rowe Price Middle East & Africa Equity Fund recently visited Iran. Here he outlines why many of the assumptions investors have about the country may need a major upgrade.
The ‘humiliation’ of emerging markets, led by China, is currently at an extreme says Bank of America Merrill Lynch.
Money has flooded into benchmark-tracking exchange traded funds as investors chase low-cost access to major asset markets.
“Secrets are lies, sharing is caring, privacy is theft,” a chilling extract from Dave Eggers’ ‘The Circle’, a superb dystopian novel on the logical outcome of our addiction to the internet and social media. Alphabet’s crowning as the world’s most valuable company suggests the future is already here.
Equities markets around the world climbed sharply on news of Japan’s surprise decision to cut interest rates into negative territory on Friday.
The curent period of volatility in global markets is due to a collision of game changing events for long term investors, argues Sandra Crowl, a member of the investment committee at Carmignac Gestion.
Sometimes in global financial markets, change can be brutal as the market adjusts to a completely new reality. The second half of 2014 was one of these periods and witnessed the beginning of what would become one of the largest declines in global oil prices on record.
Fund Selector Asia compares the First State Indian Subcontinent Fund with the Matthews Asia India Fund.
Peter Toogood, investment director, City Financial, gives his view on the current investment climate.
There are currently very few screaming buys in the market. Years of quantitative easing and a still rickety economic recovery have left most quality assets very fully valued and the rest seeming cheap for a reason.
The FTSE’s felled and the bears are back out in force, so could now be a good time to entrust your wealth with a dedicated value investor?
It has been quite a start to the year in financial markets and the initial impulse many will have is to batten down the hatches and try to weatherproof portfolios.
