As investors weigh the implications of the US election on emerging markets, Putnam Investment’s Brian Freiwald is bullish regardless of the outcome.

As investors weigh the implications of the US election on emerging markets, Putnam Investment’s Brian Freiwald is bullish regardless of the outcome.
The highest debt levels on record could make gold a better safety net than bonds, according to these fund managers.
Index providers are in the business of selling indices, not investment strategies – but trillions of dollars are invested in funds tracking them.
The emerging asset class is “credit at its best” according to Mohammed Elmi, emerging market debt senior portfolio manager at Federated Hermes.
Japanese small cap stocks stand to disproportionately benefit from corporate governance reforms which have been a tailwind for large caps, according to fund managers at GMO.
The world’s second largest asset manager Vanguard warns that AI is unlikely to save equities from an economic downturn.
Dividends in Asia Pacific ex-Japan rose just 1.1% during the second quarter, according to the latest Janus Henderson Global Dividend index.
UBP’s head of funds for North Asia tells FSA why fund monitoring is critical at the Swiss pure-play private bank.
Matthew Rees, head of global bond strategies at LGIM, explains why he expects flow into fixed income to pick up.
Pongtharin Sapayanon, head of fixed income and asset allocation at abrdn Investments (Thailand), explains why the Short-Dated Enhanced Income strategy favours emerging market debt.
Part of the Mark Allen Group.