Tag: Emerging Markets

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Historically Wide Spreads Make Euro Financials an Enticing Proposition

The cycle and the spreads: 17 May 2022   A...

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China ETFs in the Current Volatile Environment

The shift towards the exchange traded fund (ETF) vehicle as...

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Value Investing in Asia: A Multi-Year Opportunity

Strategic shifts towards decarbonisation and dual supply chains, inflation and...

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Quant Investing in Asia – Cushion and Complement with a Low Volatility Strategy

Heightened market volatility episodes have become more frequent in recent...

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Fed Watch: Nifty-Fifty

In a somewhat anti-climactic fashion, the Federal Reserve (Fed) delivered...

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The Cycle and theSspreads: Institutional Investors Stay Committed to EM Bonds, But not the Retail

Key takeaways Growth headwinds: two well-known factors, one unpredicted The...

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China: Steadier Growth Needed to Lift Investor Confidence

Better visibility and steadier economic growth are needed before investors...

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Liontrust Japan Equity Fund: Q1 2022 review

Past performance is not a guide to future performance. Do...

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Liontrust India Fund: Q1 2022 Review

Past performance is not a guide to future performance. Do...

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An Inverted Yield Curve May Not Mean Poor Returns for Asian Equities

The US yield curve inverted briefly in March, with the...

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