Like the UK, Latin America has suffered greatly during the pandemic – perhaps even more so. The World Bank estimates that regional GDP may slip by as much as 8%, with more than four million…
Focussing on long-term growth with smaller Asian companies
Asia is the dynamic growth region Many companies focused domestically, riding the mega trend of consumer consumption Greater growth potential than large cap This has been a challenging year for investors in Asian equities. Stock…
Small is beautiful: why frontier markets are an option for volatile markets
Frontier markets are more insulated and less subject to the ebb and flow of international sentiment These markets are idiosyncratic and well-suited to a stock picking approach Frontier markets have some notable advantages: high growth,…
Alternative times call for alternative solutions
With so much uncertainty shrouding 2019 already, now might be a good time to diversify your portfolio and seek alternative returns away from mainstream markets, say James de Bunsen and Peter Webster, Co-Fund Managers of…
LatAm’s grand slam: The region looks to the future, after a year of political challenges
By Viktor Szabó, Investment Director, Aberdeen Latin American Income Fund Limited - It has been a time of political upheaval across Latin America with Brazil, Mexico and Colombia seeing elections - With this political upheaval…
The reassurance of a quality dividend
Dividends are an important ballast for a portfolio in difficult market conditions, but some sectors are vulnerable to cuts and dividend volatility. - Dividends form the bulk of an investor’s overall return - Regular and…
Are trade headlines hiding a ‘tech cold war’? For Professional Investors Only
If trade tensions continue, the US and China could lock each other out and create their own tech ecosystems, forcing the rest of the world to choose one over the other. With the global economy…
Preserving capital
We hear from investment companies who aim to preserve investors' capital and limit volatility. Investment companies have been adapting to meet investors’ needs for 150 years. As well as offering exposure to markets around the…
The unintended consequences of saving the world from the financial crisis For Professional Investors Only
The response of central banks to the financial crisis 10 years ago may have saved the world from a devastating depression, but it also created a host of unforeseen effects – from more indebtedness to…
Navigating choppier waters
We hear from investment companies with multi-asset and capital preservation strategies. Investment companies have been adapting to meet investors’ needs for 150 years. As well as offering exposure to markets around the world and specialist…
Finding the sweet spots in credit
Matthew Chaldecott, Fixed Income Product Specialist, discusses how to target the ideal portfolio mix in the current credit environment. As we near the end of 2018, we have finally started moving away from accommodative monetary…
Equity market setbacks are normal
The recent US equity market setback seems to be little more than a wobble. The global economy is not in recession, although it is slowing down, and monetary policy is still accommodative across the board.…
The contrarian challenge to the consensus
[video width="858" height="484" mp4="https://www.marketviews.com/wp-content/uploads/2018/10/mobile_mp4-4.mp4"][/video] There is real value emerging in companies that have fallen out of favour as a result of challenging economic conditions, but a contrarian must be careful, explains James Henderson, Fund Manager…
Asia, without the jitters
Asian markets have been volatile as fears over a trade war and economic weakness mount Thailand’s position as a regional hub has made it less vulnerable Upcoming elections are providing positive news flow By Adithep…
The value in US markets
Performance in the US market has been strong, but there are fears of overheating This recovery may have been long, but it has been weak relative to history There are many opportunities in the US…
Leading the way
Ian Cowie explains why independent boards are a clear benefit of investment companies. Individual investors may feel overcharged and undervalued by some financial organisations that seem to be more interested in the weight of money…
Sharing the spoils of global income markets
Ben Lofthouse, Fund Manager of Henderson International Income Trust, shares his view of overseas income markets and the momentum behind global dividends growth It’s been a fascinating year so far with a lot of the…
Graphic content – September; is Trump right to want a lower oil price? For Professional Investors Only
Recent tweets by President Donald Trump have berated OPEC (Organisation of the Petroleum Exporting Countries) for their role in contributing to higher oil prices. Given the disruption to the global economic and political system in…
The Pacific Alliance Path to Profits
The turmoil in emerging markets seems all too familiar. In the late 1990s Russia and several Asian countries suffered a series of interlinked crises that stemmed from high fiscal deficits, large current-account deficits, and dollar-denominated…