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Financial Services Bill - Brought from the Commons on 14th January 2021
Oct 24, 2023
The Boyar Value Group's Q2 2023 Client Letter
Summary The Boyar Value Group's mission is to search or value on behalf of our clients. In essence, we are trying to buy a dollar for...
Oct 19, 2023
Investment Managers Keep Faith in Emerging Markets
“Many EMs are well positioned to have economic growth acceleration in 2024 and beyond,” says one portfolio manager. “We invest in...
Oct 17, 2023
Aubrey Capital’s Emerging Market Investment Philosophy & Process
John Ewart, Fund Manager at Aubrey Capital Management, recently took part in a Q&A on Aubrey’s unique Emerging Markets investment...
Oct 15, 2023
Why are US government bond prices falling?
By David Thorpe Central banks may have anticipated that by the time they came to do QT government budget deficits would be falling and so...
Oct 9, 2023
Opportunity abounds as India gains entry to JP Morgan's bond index
'Significant foreign investor inflows’ It has been a year of meticulous productivity and many successes for India, the world's fifth...
Oct 5, 2023
‘Debt returns are in line with economic reality’ says Alberto Matellán
by Brandon Russell Fixed-income markets have captured the attention of investors and analysts in recent days, as sovereign debt yields...
Oct 3, 2023
Why India Is 40% Of Our Portfolio
Written by: John Ewart | Aubrey Capital Management You have strongly overweighted India and slightly underweighted China compared to the...
Oct 1, 2023
India is putting the brakes on China
John Ewart, fund manager at Aubrey Capital Management, explains why he is heavily overweight India compared to the MSCI EM Index. China,...
Sep 28, 2023
Value Partners Group Multi-Asset Perspective September 2023
As we’re nearing the end of September, Kelly Chung, Investment Director and Head of Multi-Assets at Value Partners Group in Hong Kong has...
Sep 27, 2023
European Pensions comment article - 'Are real estate fears justified?' by Alberto Matellan, MAPFRE
Go to page 33 https://www.europeanpensions.net/digi%20edition/EP_Autumn23_DigitalEdition-.pdf
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