Head to head: Emerging outlook
Yoram Lustig of T. Rowe Price and JP Morgan’s John Citron go head to head on emerging markets
China
-
-
BofA: Investor optimism surges on back of rate cuts and soft landing hopes
Managers have upped equity and lowered bond allocations at a record rate, according to the BofA October global fund manager survey
-
Fairview’s Yearsley: China becomes ‘story of September’
Top 44 best performing funds all China
-
Chinese markets soar following announcement of ‘aggressive’ stimulus package
People’s Bank of China has announced measures to guide growth back to its 5% target
-
Trium: Why geopolitics will keep pushing gold prices higher
The gold rally shows no signs of slowing as banks around the globe continue to ramp up buying, writes Tom Roderick
-
Quilter: Fund groups expect Labour’s policies to enhance economic growth
Investors expect economy to grow 1.22% in 2025, up from 0.98%, according to Quilter’s Investor Trends Survey
-
AllianzGI’s Maisonneuve: Why China still has a place in portfolios despite tariff threat
Global CIO equity discusses the outlook for EVs and Chinese equities amid ongoing volatility
-
Head to head: All eyes on Europe this summer
Tyndall Partners’ James Sullivan and Fidelity’s Marcel Stotzel on the outlook for European equities
-
Head to head: Chinese equities come back from the brink
After being dubbed ‘uninvestable’ by some observers just a few short months ago, the asset class seems to be gaining some traction again
-
Is the tide finally turning for Chinese equities?
Green shoots have started to emerge amid the IA China/Greater China sector
-
FE Fundinfo: Gold and commodities top the charts for April
Nine of the 10 best performing funds specialised in gold or commodities
-
Does the ‘magnificent seven’ tech wobble signal a turning point?
Cracks are starting to appear as Tesla and Apple share prices fall