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…

Investing in artificial intelligence companies

In investment terms, the concept of artificial intelligence (AI) stretches beyond laboratories of scientists trying to develop neural networks. It now includes machine learning (a field of computer science where computers learn without being programmed),…

Investment company performance

The political uncertainty that was a consistent feature of 2016 has continued this year with countries across Europe and Japan going to the polls; Brexit negotiations, which led to the recent announcement of a Brexit…