Complete reversal in emerging equity markets in 2016: the highly geared/cyclical/risky stocks that collapsed in 2015 skyrocketed in 2016. Where to go? In 2015, emerging markets have had stormy times. An unexpected devaluation of the Yuan, the collapse of numerous emerging currencies and the implosion of China's local market were just some of the headwinds.

Loomis Sayles Investments Limited announces the launch of the Loomis Sayles US Growth Equity Fund and the Loomis Sayles Global Growth Equity Fund, both Luxembourg-based UCITS funds that extend global distribution. The active Equity strategies, initially launched in June 2016...

While the S&P 500 continues to brush up against its all-time highs and valuations remain relatively rich, we consider below the profile of US equity investors in light of the different sources of information that are available. First, note that the excess demand is not emanating from non-resident investors, as they have been net sellers...

After years of difficulties and underperformance, emerging market (EM) assets have the makings of a potential turn-round. Here I explain our strategists' long-term positive view on EM currencies and bonds, using our investment strategy process focusing on the three aspects of business cycle, asset valuation, and investor sentiment...

HeHenderson Global Investors has strengthened the European equities team by promoting James Ross to co-manager of the €3.9bn* Henderson Horizon Pan European Equity Fund. The fund has been managed by Tim Stevenson since its inception in 2001 and over this period Tim has delivered...