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Chart Room: Emerging markets and the reopening trade
Emerging EMEA (Europe, Middle East and Africa) and Latin American stocks are particularly well positioned to reap the benefits of reopening.
The Investor's Guide to China podcast: Belt and Road
What China's flagship economic initiative can tell investors about the country and where it goes next.
ESG: Focus on the ‘G’ and the rest will follow
Most companies with good ‘E’ and ‘S’ practices have strong governance but it's rare to see firms with poor governance uphold high ‘E’ and ‘S’ standards.
US trade tariffs and China: assessing the real impact
Tariffs aren’t the most important factor in the trade dispute between the United States and China. Instead, watch China’s balance of payments position
Building a portfolio: why picking good stocks isn't enough
The discipline of ‘stock picking’ is the bread and butter of most active portfolio managers. However, it’s only one part of the investment process.
What I've learned: Alex Duffy on emerging markets, corporate governance and life on the farm
Alex Duffy, emerging markets portfolio manager, talks about how getting his hands dirty in a mine in Africa got him into a messy situation.
Currency risk: What developed markets can learn from emerging markets
Modern politics is making some developed market currencies unusually volatile. What can investors learn from emerging markets when it comes to currency risk?
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