PWM's Yuri Bender speaks to John M. Malloy, RWC Emerging Markets Portfolio Manager, on the impact of Donald Trump and the outlook for developing economies
Portfolio Management
From
Asset Allocation
/ Portfolio Management
December 20, 2016
Is now is the time to be overweight emerging and frontier markets?
From
Asset Allocation
/ Portfolio Management
December 20, 2016
Hedge funds miss out on appetite for alternatives
Yield-starved investors are increasingly looking beyond traditional asset classes towards alternatives. Hedge funds are benefitting from this trend, but have some way to go to convince a sceptical audience of their worth
From
Asset Allocation
/ Portfolio Management
December 14, 2016
Trump win casts shadow over emerging markets’ prospects
President-elect Donald Trump’s protectionist policies have rattled investors in emerging markets, but fundamentals in many countries remain sound and the recent volatility could present a buying opportunity
From
Asset Allocation
/ Portfolio Management
November 10, 2016
US election fallout: where do the investment opportunities lie?
Many investment professionals are surprisingly upbeat on the impact the upcoming Trump presidency will have on markets, sensing buying opportunities amid the uncertainty
From
Asset Allocation
/ Portfolio Management
November 10, 2016
Financial world braces itself for period of uncertainty following Trump victory
Investors must be aware of heightened political risks following Donald Trump’s win in the US election, including keeping an eye on developments in Europe
From
Asset Allocation
/ Portfolio Management
August 30, 2016
Brazil turnaround will set Latin America on road to recovery
With a new government in place, Brazil looks set to leave its economic woes behind, which bodes well for the region as a whole
From
Asset Allocation
/ Portfolio Management
August 23, 2016
Learning to live with heightened political risk
Brexit, the US election and the rise of populism are just some of the geopolitical risks stalking global markets. How significant are these threats, and how should private portfolios be positioned in response?
From
Asset Allocation
/ Portfolio Management
August 23, 2016
US equities hit record highs as fears over recession fade
Fears of an imminent US recession have abated and recent economic data looks strong, but is the country really in as good a shape as its record-breaking equity markets would suggest?
From
Asset Allocation
/ Portfolio Management
June 30, 2016
Emerging markets see light at end of the tunnel
The prospects for emerging markets look better than they have done for some time while equity valuations remain attractive. Is now the time to invest?
From
Asset Allocation
/ Portfolio Management
June 16, 2016
The consequences of ultra-loose central bank monetary policy
Have markets lost faith in central banks? Have their policies failed? What happens next? Mark Haefele, global chief Investment officer at UBS Wealth Management, Didier Saint-Georges, MD and member of the Investment Committee at Carmignac and Paul Lambert, head of currency, Insight Investment give their views on how investors should be reacting
Roosevelt Skerrit became the world's youngest head of state when he took up the position of prime minister of Dominica in 2004. He has since presided over a programme of reconstruction of storm-ravaged housing and infrastructure and revitalising the country's tourism industry. Moreover, his stewardship of the geothermal energy project has put Dominica on the road to clean energy self-sufficiency
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