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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…
Catching the waves on Europe’s rolling IPO market
Ollie Beckett, fund manager of TR European Growth Trust, shares some of the Trust’s recent success stories from Europe’s IPO market and explains why investors seeking growth might find Europe’s small and mid-cap space attractive. After a…
Latin America’s Renewable Riches
Latin America has long been at the forefront of the energy industry. In the 20th century British oil firms made great business untapping the massive hydrocarbon potential in places like Mexico and Venezuela. And now in…
Beware inflation, which lurks before it spikes For Professional Investors Only
Investors shouldn’t get complacent about inflation: we may not see an early return to historic levels, but conditions are ripe for an unexpected rise. To fight the erosion of their purchasing power, investors should consider…
Structural change, disinflation and ‘Amazonisation’
Serial disruptors like Amazon are shaping the economic transformation that is taking place before us. John Pattullo, co-fund manager of Henderson Diversified Income Trust, explains how investors can be on the right side of change.…
Latin America’s Emigration Problem
What happened? The United States immigration policy is back in the spotlight. President Trump responded to political pressure and issued an executive order ending the policy of separating families caught illegally crossing the border. The…
Backing a greener future
Investment companies have been adapting to meet shareholders’ needs for 150 years and today’s investment companies are providing investors with the opportunity to invest in businesses that are helping to tackle the environmental challenges we…
Weekly ETF Equity Select List – 30th, July 2018
About the ETFG ETP weekly Select List The ETF Global Weekly ETF Select List has been designed to support both Financial Professionals and Investors with their respective Exchange-Traded-Fund selection processes. Once the investor’s risk tolerance,…
A century’s old pedigree
Investment trusts have endured, largely unchanged, since the late 1800s The closed-ended structure, and not having to manage inflows and outflows, has been found to contribute to performance Flexibility of income generation will be important…
Down with the KIDs
The AIC has published further research demonstrating why consumers are being misled by Key Information Documents (KIDs) and why the FCA needs to act now to protect consumers. The research looked at 56 investment company…
Japan: looking beyond the economy to its resilient companies
By Kwok Chern- Yeh, Senior Investment Manager, Aberdeen Japan Investment Trust PLC The Japanese stock market has been in a sweet spot but headwinds are mounting From robotics to healthcare, Japan has a number of…
Asia: the demographic dividend
By Adrian Lim, Investment Director, Edinburgh Dragon Trust plc Asia has a young, entrepreneurial and increasingly wealthy population This brings investment opportunities in areas such as healthcare and financial services As entrepreneurship declines in the…
Two views make a market
Ian Cowie explores the opportunities presented by bearish sentiment on the UK. More than two years after Britain voted by a single-digit majority to leave the European Union, it remains unclear whether Brexit will prove…
Trump’s Tactics Put the US on the Front Foot for Now
Living in the UK and working in the financial sector, it feels like it's all Brexit and Trump at the moment, interspersed with some economic data and a bit of central bank action. Although the…
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…
The UK before Brexit
Two years after the EU Referendum, investor sentiment towards the UK is subdued despite the recent stock market highs. Concerns about Brexit and a UK economic slowdown are always present, but is this investor uncertainty…
Change brings opportunity
Change, uncertainty and volatility in stock market prices are the ingredients that Henderson Opportunities Trust (HOT) thrives on. The Trust is relatively small with net assets of around £100m at the end of April, spread…
The Dollar is key in the short term but the big cycles are turning cautious
In the last few weeks, we have mentioned the concept of the totality of monetary policy. Everyone focuses on interest rates, but monetary policy is more than that. We need to look also at money…