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The rise of the newly-affluent millennial generation is disrupting traditional industries in emerging markets – and bringing new risks and opportunities for investors.
Our equities fund managers give their thoughts on what investors should look out for in the coming year.
By electing Cyril Ramaphosa as its new leader, the African National Congress has shown it is ready for change – but Jacob Zuma could be an obstacle to progress, says Bryony Deuchars.
Correlations in equity markets have fallen dramatically since the beginning of 2017. We look at the drivers of this trend and the implications for investors.
While aggregate volatility of major stock indices continues to be atypically low, slowly but surely uncertainty is building up again in financial markets. Investors should take note.
While US equities may look expensive using some traditional yardsticks, there is reason to expect their marked outperformance of the past three decades may continue, argues Giles Parkinson.
The positive link between education and economic growth is well established. Bryony Deuchars explores what this means for emerging-market investors.
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