BB Healthcare Manager Paul Major explains how to benefit from a healthcare revolution. 2019 has not been an easy year for investors. Rarely can one recall a period where so many macro-political uncertainties have coalesced.…
Emerging markets: what lurks beneath?
Volatility has returned to emerging markets following a period of relative calm Blame has fallen squarely on the strong dollar and rising rates Excessive pessimism has distracted investors from the strength of emerging markets Over…
Why Asian income stocks are different
Payouts from Chinese listed companies exceeded 1 Trillion Yuan for the first time in 2017, as companies paid out around a third of their profits. It is symptomatic of a dividend revolution in Asia, which…
Why picking winners matters in Asia
When markets are buoyant, active investing can seem old-fashioned. Why bother with all that research - looking at cash flow, monitoring sales growth, meeting management - when an index fund is giving you a good…
Asia: growth in the right places
The Asian growth story has been well told: economic growth rates are exciting; there is a nascent consumer boom, fuelling by a growing middle class; there is a growing culture of innovation and entrepreneurship. The…
Should trade tariffs matter to investors in Asia?
The threat of a trade war between the US and China has created considerable volatility in Asian markets in recent weeks. Investors fear that it poses a continued threat to the growth of Asian companies…
Was 2017 as good as it gets for Asian stock markets?
2017 was an exceptional year for Asian stock markets, but it has been a more turbulent ride since the start of 2018. From trade tariffs, to slowing global economic data, volatility has re-emerged and the…
Not just temples and beaches, why Thailand is a unique investment destination
Thailand is more often thought of as a holiday destination than a place to invest. However, if you can look beyond its beaches, it is the hub of a thriving regional economy, presenting real opportunities…
Week in review: apocalypse now? No, not yet.
Generally, it’s only reports of death that are said to be exaggerated, but the other Three Horsemen of the Apocalypse all made an appearance this week. Happily, though, investors seemed relatively unaffected by a sense…
Week in Review: US bonds: shaken and stirred
Higher US inflation sparked a sell-off in bonds this week. Investors’ fear of an overheating US economy increased this week as the US government reported that consumer prices rose more quickly in January than analysts…
Week in Review: Meltdown!
It’s been a while, but share-price volatility is back – and how! This week, the world’s main equity markets plunged sharply on Monday, bounced briefly mid-week, then slumped again on Thursday. The S&P 500’s 4.1%…
Week in Review: The hangover kicks in
Many of us are celebrating the end of what has been a bleak and joyless month. Pay day has come around at last and it’s time to dispense with ‘dry January’, or forget about those…
Week in Review: A shared future
All eyes were on Davos, a small town in the Swiss Alps, as world leaders, business people and other VIPs congregated to share perspectives on the theme of “Creating a Shared Future in a Fractured…
Week in Review: One in the eye
“When a man is tired of London, he is tired of life,” said Samuel Johnson. The legendary lexicographer might have been speaking of bankers (both male and female), as comments this week indicated that reports…
Week in Review: The only way is up
It’s all getting a bit tiresome, isn’t it? Many global stock markets hit yet another succession of fresh highs this week. The strongest returns came from Asian markets, with the MSCI Pacific Index up 1.4%.…
Week in Review: global equities hit record highs
The new year began pretty much as the old year ended, with shares continuing to chart a seemingly inexorable upward path. Stock market indices touched record highs in the first three business days of 2018.…
Week in Review: hybrid vigour
With the Nasdaq gaining some 28% this year (and Bitcoin up a mere 1,624% against the dollar), technology’s been the talk of the town. But the lines between tech companies and other areas of the…
Latin America, but without the noise
Latin America is seen as a hotbed of political disruption and volatility, but there are ways to generate a smoother ride in the region. - Latin America is an exciting place to invest, but investors…
Week in review: bordering on the farcical
We got there in the end. After a week of diplomatic toing and froing and more than one trip back to the drawing board, the UK finally reached a historic deal on its EU divorce…