US Tariffs and their effects on Emerging Market Debt
Mike Hugman, Emerging Markets Fixed Income Portfolio Manager, argues that this round of actions is now largely announced and reflected in markets and will create opportunities to add risk to portfolios via EM currencies and equities in coming weeks.
Chinese New Year: Five investment themes for the ‘Year of the Dog’
Chinese New Year is set to arrive on 16 February 2018, leaving behind the Year of the Rooster and ushering in the Year of the Dog. What are the key themes to look out for in the coming canine-related year?
Podcast: A fixed income perspective on China
Mark Evans, analyst at Investec Asset Management, discusses the investment case for China following the recent release of their latest GDP figures.
The Journal Volume 3: The evolution of China’s capital markets
We are embarking on a new era in global markets: it is likely to be one that has China’s increasing integration into the global financial system at its core.