Individually, Mexico, Indonesia, Nigeria and Turkey contain a great deal of value. But they have nothing in common
Portfolio Management
From
Asset Allocation
/ Portfolio Management
June 24, 2015
MINT a meaningless acronym for four disparate countries
From
Asset Allocation
/ Portfolio Management
June 22, 2015
Domestic demand drives Eastern Europe’s recovery
Growth in the CEE region is being driven by a combination of domestic demand and investments from external sources, increasing its resilience, although worries remain about Turkey and Russia in particular
From
Asset Allocation
/ Portfolio Management
June 18, 2015
Frontier markets: a good time to take the long view
Frontier markets are volatile, but offer stronger longer-term returns to investors
From
Asset Allocation
/ Portfolio Management
June 15, 2015
Opening up frontier markets
As frontier markets develop, the opportunities available to investors are considerable, but detailed research is required to avoid the pitfalls
From
Asset Allocation
/ Portfolio Management
May 22, 2015
India on right path despite sluggish reforms
Investors may criticise the pace at which Indian reforms are being implemented but the country should still see impressive economic growth this year
From
Asset Allocation
/ Portfolio Management
May 22, 2015
Betting on the euro
Should wealth managers be speculating on currency falls? And if so how?
From
Asset Allocation
/ Portfolio Management
April 28, 2015
Counting the cost of ‘Brexit’ from the EU
The Conservatives have promised a referendum on Britain’s membership of the EU should they win the 7 May election, but what risks would a ‘Brexit’ bring?
From
Asset Allocation
/ Portfolio Management
April 27, 2015
European equities worth exploring
With Europe on the road to recovery and political disruptions seen as buying opportunities, is now the time for investors to increase allocations to eurozone equities?
From
Asset Allocation
/ Portfolio Management
April 24, 2015
Banks prompt asset review in light of UK general election
Investors should be mindful of how uncertainties around the upcoming UK general election could impact equity and currency markets
From
Asset Allocation
/ Portfolio Management
April 2, 2015
Appetite grows for equities with an agricultural twist
Global macro trends make the agriculture theme an attractive bet for long-term investors, and many believe equities rather than commodities offer the best way to gain access
Investors in emerging markets are beginning to see Ukraine as an interesting macro-economic story, says ICU Founding Partner Makar Paseniuk; while the firm’s Head of Venture and Tech Investments discusses start-up potential.
Join our community
|
|
|
|
|
