Paul O’Connor of Janus Henderson and T Rowe Price’s Eric Papesh give their views on the prospects for American assets
Recent history has shown how successful sectors can be cut down to size at the whim of the government
Investment director Jian Shi Cortesi will lead a revamped team and take charge of two more funds
As investors lose faith in UK equities, and against a backdrop of market uncertainty and political turmoil, it remains to be seen what will tempt them back to the sector
The sector has investors scratching their heads. Is it better to sit it out or are valuations an opportunity not to be missed?
As the war in Ukraine rumbles on and global markets deal with the fallout from Putin’s weaponisation of energy, industry experts share their forecasts for the coming months
Green AUM in the region forecast to hit $500bn by 2025
Even carving out a resurgent China, some EM economies delivered growth in Q1
Crux Asia ex-Japan strategy is less tech-heavy than his former Baillie Gifford fund, with punchier positions in materials and commodities
And as the growth vs value debate rumbles on – investors could be better served seeking quality
But Baillie Gifford’s Sophie Earnshaw believes there are still opportunities amid the risks
Significantly divergent monetary policies could give them an edge over western economies