Asia small caps, energy, the Federal Reserve and deglobalisation are some of the areas touched on by industry experts in April.
Author Archives: Portfolio Adviser
Absolute return funds are having a resurgence
In choppy and uncertain markets, absolute return funds offer potential for positive returns.
Are UK mid caps still a prime hunting ground for stock pickers?
Despite returning less than their large-cap peers in recent times, the scene may be set for mid caps to outperform.
Liontrust agrees to buy GAM for an ‘extraordinarily cheap’ £96m
The proposed takeover will create a business with £53bn AUMA.
Frontier markets’ inefficiency raises risk levels but big rewards are available to smart investors
A lack of overseas awareness and analyst coverage can play into the hands of specialist fund managers and their underlying investors.
Guinness GI launches China RMB income fund
EPIC Investment Partners will manage the portfolio day-to-day.
What are the drivers behind India’s ‘sizeable runway’ for growth?
‘In many ways, now should be India’s moment.’
Banking turmoil may not shake Japanese equities, but bears are still plentiful
Economy boosted as pandemic fear eases.
As interest rates peak it’s time for a fresh look at commercial property
With too narrow a focus on bricks-and-mortar investors might be missing out on mispricing opportunities.
HSBC focuses on quality in fixed income to navigate volatility
While weighting to equities upgraded to neutral in firm’s Q2 outlook.
