MSCI
Investment
The sudden market falls seen in the six weeks to mid-October took many by surprise. Here we identify ten equity funds in the Targeted Absolute Return sector which produced positive performance over the period.
29 October 2014
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4 min read
Emerging markets
Lazard Asset Management's Stephen Russell has pointed to off-benchmark positions as a driver of returns for his EM Core Equity fund as a growing number of global stocks turn to the developing world for revenue growth.
29 October 2014
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Emerging markets
China's scheme to connect the Hong Kong and Shanghai stock exchanges will not be unveiled this week as planned, with no new launch date yet specified.
27 October 2014
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Investment
Edward Lam is running a significant underweight to China in the expectation the country will move to devalue its currency.
03 October 2014
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2 min read
Emerging markets
Emerging markets still sensitive to US policy and currency moves
24 September 2014
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2 min read
Investment
Fund buyers are taking profits in frontier markets after the recent reshuffle of constituents and a strong run of performance.
23 September 2014
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