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
Portfolio Management

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

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

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

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?

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?

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?

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

Need for one-stop solution means multi-asset funds far from a fad
Both retail and high net worth investors are showing more interest in multi-asset products, proving a major draw due to range and flexibility

Long-term mindset needed to get the most out of Africa
Africa is brimming with opportunity, but investors should spread their nets widely and look beyond commodity producers towards other sectors such as infrastructure and consumer-driven industries
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