Analysis

Asia | analysis 27 Mar 18

Investors should stay away from what they perceive as “safe sectors”, such as consumer staples and telecommunications, as they have accumulated more debt, according to Shaniel Ramjee, London-based senior investment manager for multi-asset at Pictet Asset Management.

Industry | analysis 27 Mar 18

A certain irony pervaded recent regulatory news. Just as HM Revenue & Customs fired a warning shot that threatened heavier fines for tax evaders with overseas assets, the next chair of the UK’s Financial Conduct Authority admitted an error in judgement in using a tax-avoidance film scheme promoted by Ingenious.

Companies | analysis 23 Mar 18

Earlier this week, the US Federal Trade Commission began investigating Facebook over privacy concerns around data used to influence the US election. Shares in the social media giant began to slide quickly after, but could this be a blow for all tech stocks?

Emerging Markets | analysis 22 Mar 18

As cumulative flows into emerging market passive funds surpass active alternatives investors should seek opportunities further down the market-cap scale, Aviva Investors head of emerging markets and Asia Pacific Will Ballard argues.

Africa | analysis 21 Mar 18

The South African treasury has upped the allowance for domestic funds to be invested internationally in a bid to prise open the offshore market, but will domestic investors be getting on board?