Emerging Market Debt
As he reflects on events so far in 2014 and looks forward to the coming months, Peter Eerdmans, Co-Head of Emerging Market Fixed Income, sees more room for positive EMD returns later this year.
Emerging Markets Equity
With emerging markets having underperformed this year, Archie Hart, Portfolio Manager of Emerging Markets Equities provides his view on the key themes that could drive markets in 2014.
How will Asian markets develop in the second half of 2014? Greg Kuhnert, Portfolio Manager of Asian Equities addresses this question, particularly focusing on the influence of China.
Ken Hsia, Portfolio Manager of European equities, believes the scope for continuing flows into Europe is good.
Clyde Rossouw, Portfolio Manager of Global Franchise, thinks consumer staples are likely to make a comeback in the latter part of 2014.
Alastair Mundy, Head of Value, takes a look at events so far in 2014 and provides his view for the coming months – now is the time for Contrarians to be invested in large caps and even very large caps.
How will the potential move away from zero interest rates influence markets? John Stopford, Co-Head of Multi-Asset, gives his view on the implications for high yield equities, income investors, emerging markets and more.
Philip Saunders, Co-Head of Multi-Asset, says 2014 will be a year of two halves. Bonds have been in the driving seat, but equities will have their turn.
Max King, Portfolio manager, addresses his key themes for 2014.
2014 is a good time for stock pickers. As we move into the second half of 2014, Michael McNaught-Davis, Investment Director of 4Factor Equities, believes now is a good time for stock pickers like ourselves.
Commodities and Resources
Bradley George, Head of Commodities & Resources, provides his views on commodities and resources, focusing in particular on the influence of China, gold & gold equities and, in his opinion, the significant upside potential for the natural resources sector.
Michael Spinks, Co-Head of Multi-Asset, thinks we are likely to see a divergence in performance between credit and equity as we continue into 2014.