Currency
Investment | 4 Nov 15
ANALYSIS: Currency to play greater role in portfolio returns
ETF Securities has reported a three-fold increase in ‘retail’ investors looking to hedge their currency exposure since the start of the year.
Emerging Markets | 16 Oct 15
ANALYSIS: Is EM sentiment beginning to shift?
Emerging markets remain low down on wealth managers’ list of things to buy. But, judging by the news flow this week, they are now quite as low down as they once were and, for some, they are beginning to move much higher.
Investment | 19 Aug 15
Capitalising on market noise and investor jitters – Husselbee
China and Greece are merely distractions, says Liontrust’s John Husselbee, and investors should be focusing on the US interest rate headline event.
Emerging Markets | 18 Aug 15
EMs and energy out in the cold as managers go long on the dollar
Fund manager sentiment on emerging markets and energy stocks has hit a new low, according to Bank of America Merrill Lynch’s August Fund Manager Survey.
ANALYSIS: Nothing conventional about Chinese currency slump
There has been a lot of conventional wisdom bandied about over the past few days in relation to China’s loosening of the renminbi peg.