Prudential Portfolio Management Group

Resumed 2015 trend depreciation

For newly created role

Two rate rises predicted next year

The outcome of the recent EU referendum in the UK created a lot of discussion around the positioning of multi-asset portfolios both pre- and post-23 June. The reality is that most long-term investors will have made very few, if any, adjustments, writes...

High level data analysis can provide useful flags, but the real challenge is to understand the dynamics and key economic factors to create a much more detailed picture of whether GEMS (or any asset class) offer good value.

Credit ratings have been improving across Asia, but spreads persist which could partly be down to Western investors' unfamiliarity with the markets.