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…

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 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…

Where is the clever money going? June 2018

Despite continuing geopolitical uncertainties – headlined by North Korea, President Trump’s global trade tariff aggression, tension with Russia and Iran, and concerns over Italian politics and the future of its relationship with the EU –…

Why the Tiger economies are poised to pounce

Mike Kerley, Fund Manager of Henderson Far East Income Ltd and Director of Pan Asian Equities at Janus Henderson Investors discusses how local Asian companies are challenging multinational brands and driving growth across the region.…

Battle Lines Are Being Drawn

We have regularly discussed our multi-month topping thesis in the last three months (and a few times last year – prematurely as it turned out), and price action in recent weeks has done nothing to…

Some Charts That Are Catching Our Eye

We thought we would have a look at a few charts this week that are catching our eye or have piqued our interest. So, less words this week and more pictures; which should make it…

Where’s the clever money going? March 2018

It’s been an eventful start to 2018, with a return to a more volatile environment as global markets climbing to record highs in January, before several days of dramatic correction at the start of February.…

Argentine Mining – Light at the End of the Tunnel

Mauricio Macri’s surprise 2015 presidential victory raised hopes in Argentina’s mining sector. After all things couldn’t get much worse.  Under his predecessor Cristina Kirchner mining had been hit by a 5% export tax imposed in…

From little acorns

Venture Capital Trusts or VCTs are becoming increasingly popular, with demand boosted by valuable incentives for investors in these tax shelters and tighter restrictions elsewhere. However, smaller companies and start-ups held within this type of…