The JP Morgan Emerging Markets Investment Trust has been touted as a stable alternative to the Templeton Emerging Markets Investment Trust, where careful succession planning following Mark Mobius’s retirement was thrown into disarray with the sudden departure of his replacement Carlos Hardenberg earlier this year.
Technology stocks have recently come under significant pressure, dragged down by the sharp fall in the Faangs. But is the sector in a bubble that is about to burst or just going through a healthy correction?
Yields are looking attractive and there are some interesting capital growth opportunities in some segments of the Europe ex UK market, according to fund analysts Morningstar.
The Financial Conduct Authority has set its sights on those offering and advising on cryptocurrency derivatives, saying there will be consequences if they do not comply with current regulation.
The distinction between legitimate public interest and sheer curiosity is an issue with a lot of pressure points. But all the legal protection in the world cannot put the genie back in the bottle once it gets out, Guernsey Finance’s Dominic Wheatley has warned.
The inclusion of Chinese bonds in the Bloomberg Barclays Aggregate Index is an incremental step in China opening up its economy that has been welcomed by investors, but their introduction to popular emerging market indices could be more disruptive.
Global equity funds with large allocations to tech could trigger a “wider problem” if Monday’s sell off continues, with many investors exposed to the sector even if they do not have direct holdings.
The UK’s new trust register is ringing in big changes for non-UK trustees and beneficiaries.
Investors should stay away from what they perceive as “safe sectors”, such as consumer staples and telecommunications, as they have accumulated more debt, according to Shaniel Ramjee, London-based senior investment manager for multi-asset at Pictet Asset Management.
A certain irony pervaded recent regulatory news. Just as HM Revenue & Customs fired a warning shot that threatened heavier fines for tax evaders with overseas assets, the next chair of the UK’s Financial Conduct Authority admitted an error in judgement in using a tax-avoidance film scheme promoted by Ingenious.
Earlier this week, the US Federal Trade Commission began investigating Facebook over privacy concerns around data used to influence the US election. Shares in the social media giant began to slide quickly after, but could this be a blow for all tech stocks?
As cumulative flows into emerging market passive funds surpass active alternatives investors should seek opportunities further down the market-cap scale, Aviva Investors head of emerging markets and Asia Pacific Will Ballard argues.
