September 21 2017
Buying emerging market equities can improve the outcome of an investor's global equity allocation. Paul Wimborne explains why.
September 13 2017
Samir Mehta sheds light on why he's more optimistic on Malaysia and explains China's role in supporting Malaysia's future.
September 12 2017
BTIM Portfolio Manager Amy Xie Patrick comments on the reasons behind, and ramifications of, the recent strengthening of China's yuan.
September 11 2017
Assessing relative currency value is one of the five core components of our investment framework. Here, James Syme talks about ways to assess relative currency ...
September 7 2017
In our latest update on the high yield sector, Vimal Gor warns that we may have just seen the first signs of our predicted unravelling.
August 31 2017
Ultra-low interest rates and inflation has pushed bond investors into higher yielding debt. Are conditions ripe for reversal and which areas are most vulnerable...
August 11 2017
Samir Mehta looks at the South Korean market's strong recovery, despite significant headwinds, and explains his fresh conviction on the Malaysian market.
August 10 2017
We have long been positive on India, with a preference there for domestic cyclical stocks. We continue to see opportunities in the banking system, but recognise...
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