At FSA’s recent Investment Morning Briefing Bangkok, Nick Payne, head of global emerging markets at Merian Global Investors, argued that the conditions are right for 2019 to prove a strong year for emerging market equities.
In the video, he explains his preference for high quality consumer and new economy stocks, while avoiding sectors vulnerable to a cyclical downturn.
Despite headwinds, ESG continues to perform
Exciting opportunities in AI & Robotics outside of traditional tech
Healthcare’s innovation shifts into high gear
Don’t get left behind in fixed income
China bonds: plugging the yield gap
Investment Ideas for 2021: Explore the untapped potential in China Small Companies
Turning environmental hopes into investment reality
Thematic investment series: Innovative transformation cuts across “old” and “new” economy companies
Driving decarbonisation: how to access new forms of alpha
How ETFs offer an active way to drive sustainable returns
Merry Christmas! The Year in Funds; Nuclear; Mag-7; Small Caps; Robotics; Bitcoin; Large Cap Growth; US Manufacturing; AI; Big Data; Lithium Batteries; Emerging Markets; Warfare and much more.
Part of the Mark Allen Group.
