JO Hambro: Wild market swings signal loss of confidence
Rising volatility means investors are losing faith in central bank efforts to lay the foundation for economic recovery, according to Ben Leyland, lead manager of JOHCM Global Opportunities Fund.
Equity Income: More than just a fashionable theme
Structural trends are driving demand for income globally. While investor focus has been on dividend income, the trend toward equities-for-yield is far from a short-term fashionable topic, argues Piergaetano Iaccarino, head of thematic and disciplined equity at Pioneer Investments, in sponsored commentary.
Fracturing EMs demand active managers, says Wells Fargo
As emerging markets continue to splinter it is time to take an active position, says Wells Fargo’s Anthony Cragg. Right now his focus is on China, where he believes the greatest EM opportunities lie.