Inflation is not properly priced-in in some emerging markets, argues the global head of macro and investment strategy at HSBC Global Asset Management.
Wylie Tollette of Franklin Templeton outlines why passive investments are not as diversified as investors might think.
Emanuele Ravano of Pimco outlines how the latest sovereign problems in Europe have prompted a significant reorganisation of the asset manager's fixed-income strategies.
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 ...
Harvard's Kenneth Rogoff shares his views on the European debt crisis and how transparency is the barrier to finding out just what is happening in the China property sector.
Despite sovereign-debt issues and currency concerns, a period of euro weakness would benefit European companies, says Dan Ison, head of pan-European equities.
Meanwhile, a net number of investors are overweight Japan for the first time in 19 months, while Europe suffers a further sell-off, according to Bank of America Merrill Lynch's ...
Investors should diversify away from developed-market government bond markets, says Charles Beazley of Nikko Asset Management.
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.
Schroders expects the euro to slide back to 1.35 against the US dollar by the end of 2008.
Many investors ignore valuations and risks involved in investing in emerging markets, particularly China, says Aberdeen fund manager Tom Hooper.
Fund managers view emerging middle class as focus for Chinese and European earnings growth as US influence wanes.
Deutsche Bank''s Asian investment chief Frank Nash talks about the importance of European distribution and how it plays to Deutsche''s strengths.