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Buy commodities, avoid long-tenor EM bonds: HSBC
By Joe Marsh | 1 August 2011
Inflation is not properly priced-in in some emerging markets, argues the global head of macro and investment strategy at HSBC Global Asset Management.
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Fund managers cut allocations to Japan and US
By Joe Marsh | 16 July 2010
Emerging markets are the preferred investment destination, despite low optimism about Chinese and global economic growth, according to Bank of America Merrill Lynch's July ...
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Threadneedle: Asian investors shouldn't write off Europe
By Joe Marsh | 10 May 2010
Despite sovereign-debt issues and currency concerns, a period of euro weakness would benefit European companies, says Dan Ison, head of pan-European equities.
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China growth expectations plummet
By Joe Marsh | 18 February 2010
Investors have turned far less bullish on China and Europe, amid a global drop in risk appetite, according to Bank of America Merrill Lynch's February fund-manager survey.
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Mass affluence a boost, say Baring fund managers
By Samuel Riding | 23 November 2006
Fund managers view emerging middle class as focus for Chinese and European earnings growth as US influence wanes.
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