emerging markets

There are only two asset classes really worth investing in for the “seven lean years” ahead, according to Jeremy Grantham (pictured), co-founder and strategist at famously bearish funds manager GMO.  

Most fiduciary investors underweight emerging markets. This is because when they talk about an “investable” universe, they really mean whatever’s “easy to invest in”, argues Jerome Booth, head of research at Ashmore Investment Management. The recipient of China’s first post-Communist asset sale to a foreign investor, Booth recommends investors take the radical step of investing […]

The China growth story is seducing many institutional investors, in theory. But in practice many investors still don’t know the best strategy for investment in the region. Yvonne Sin, head of investment consulting China for Towers Watson, spoke to Amanda White about some of the options.