Cherry Reynard, Author at Fund Selector Asia

How much further will equity markets drop?

Higher rates are not yet fully priced into stock markets, warns Columbia Threadneedle’s Anwiti Bahuguna.

And as the growth vs value debate rumbles on – investors could be better served seeking quality

But equity investors should not be running for cover yet, according to optimistic asset managers.

As global risk-off sentiment makes bad situation worse for EM equities.

Its economy is still growing, albeit more slowly, and the government has plenty of levers left to pull.

Covid and a decade of loose monetary policy have battered income investors.

The World Gold Council suggests relationship between the precious metal and prices is imperfect at best.

The biggest problem may be that risk appetite doesn’t revive and they struggle to draw in cautious investors.

The long-term underperformance of global equity income funds is significant.

Scarcity of yield has caused a lot of capital to chase relatively few assets and left valuations stretched.