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Research Archive

Funds perform well despite tough Sharia rules By James Smith 03-Sep-2010 10:00 AM
Several MENA funds have performed well over the past year, due to stable oil prices and attractive macroeconomic dynamics in the Kingdom.

Positive outlook for India in the short-term By James Smith 03-Sep-2010 09:30 AM
Strong domestic consumption lift Indian funds over the past 12 months.

Fund managers capitalise on Brazil's domestic growth By Sarah Beasley 31-Aug-2010 06:30 AM
Fund managers and analysts focus on sectors driven by domestic consumption.

Investors should follow Chinese government policy closely By Charlotte Banks 11-Aug-2010 03:00 PM
Consumer, environment and infrastructure themes will play a dominant role in China's next five year plan, say fund managers.

Mixed views persist about Sri Lanka and Vietnam By Charlotte Banks 10-Aug-2010 03:00 PM
Fund managers favour Sri Lanka as an investment opportunity rather than Vietnam which is seen as risky.

Uncertainty around Brazil's short-to-medium term outlook By Sarah Beasley 06-Aug-2010 03:30 PM
Rising inflation in Brazil will have a knock on effect for those investing in Latin America, according to fund managers.

Managers expect slowdown in China growth By Charlotte Banks 06-Aug-2010 06:30 AM
China GDP is expected to slow in the third quarter, but managers still have a positive outlook.

Global markets set to continue their recovery By Harpreet Sajjan 04-Aug-2010 06:30 AM
Throughout the month of July global equities sectors recovered. Expect more of the same in August.

Property funds recover from a year ago By James Smith 02-Aug-2010 12:00 PM
Property equities suffered a particularly tough slowdown but several funds went a long way to making up considerable losses with solid returns in the year to 16 June.

Fund managers turn to Africa By Lora Coventry 30-Jul-2010 04:30 PM
With the IMF predicting 5.9 per cent GDP growth for Africa in 2011, countries like Nigeria and Botswana are looking attractive.

Mood of uncertainty across bond markets By James Smith 12-Jul-2010 10:00 AM
Several bonds funds have been hit by concerns about a major sovereign default crisis.

Confidence in Japan grows By Lora Coventry 08-Jul-2010 11:15 AM
Fund managers are getting excited about investing in Japan again, with the region appearing cheap in global terms.

Land of the rising debt By Mark Wright 06-Jul-2010 03:45 PM
A falling population, a lack of GDP growth and a budget deficit of 8 per cent forecast in 2011 spells trouble for Japan.

Genuine growth stocks lift funds By James Smith 30-Jun-2010 08:00 AM
With UK and continental European economies both still clawing their way out of recession, funds investing in genuine growth stocks are heading performance tables

Renminbi change catches investor attention By Lora Coventry 25-Jun-2010 06:30 AM
The decision to remove the Chinese renminbi peg to the dollar has put China and the Asia region back in the spotlight.

Quick recovery for the US By James Smith 15-Jun-2010 10:30 AM
The US is recovering faster than other Western economies, with small caps performing particularly well.

FundQuest appoints new heads of risk, marketing, sales By Jonathan Boyd 10-Jun-2010 12:25 PM
FundQuest, the multi-manager specialist of BNP Paribas Investment Partners, has reinforced its management team.

Lost opportunities of South East Asia By Charlotte Banks 10-Jun-2010 06:30 AM
South East Asia in particular Indonesia has long been neglected by investors, however, now is the right time to unearth opportunities.

Fund managers overweight in Brazil By Charlotte Banks 08-Jun-2010 04:30 PM
The financial and consumer sectors are proving popular with Latin American fund managers with exposure to Brazil.

India inches ahead of other BRICs By Lora Coventry 03-Jun-2010 06:30 AM
Increases in infrastructure spend and rural development have helped India's GDP grow by 6.7 per cent.

Local knowledge best for Africa investing By James Smith 02-Jun-2010 02:30 PM
Many investors have turned to local expertise in order to find suitable African investments.

Brazil begins to feel the impact of the BP disaster By Sarah Beasley 01-Jun-2010 11:30 AM
Investors in Brazil look on in earnest as the government seeks to increase regulation of the oil industry.

Quality key for investing in Chinese IPOs By Charlotte Banks 21-May-2010 06:30 AM
Templeton's Mark Mobius sees opportunity in Chinese IPOs but at the right price.

Offshore is best for Latin America investing By Sarah Beasley 18-May-2010 11:00 AM
Offshore Latin America funds offer greater diversity for investors with exposure to money, equity and bond markets.

Asian equity markets continue to outperform the West By James Smith 14-May-2010 10:00 AM
Asian equity markets continue to outperform Western counterparts, with 25 funds in Trustnet’s offshore universe up more than 50 per cent over 12 months to 10 May.

Financials in the spotlight By James Smith 03-May-2010 09:00 AM
Financials continue to dominate investment markets, dragging them down in 2008 and leading a substantial bounce back from depressed levels last year.

Troubled times for Thailand By Charlotte Banks 21-Apr-2010 06:30 AM
Despite political unrest in Thailand, some fund managers believe now is the right time for investment.

China GDP figures fan flames of interest in emerging markets By Lora Coventry 19-Apr-2010 12:00 PM
Investors may need to look beyond the obvious BRICs, says Financial Express' Lora Coventry.

Resource-rich Canada popular with investors By James Smith 16-Apr-2010 02:00 PM
Canada is the world's second-largest country by total area but investing in this region, for UK residents, has largely been as part of general North American mandates.

Middle East valuations deserve new look By Lora Coventry 16-Apr-2010 12:30 PM
Fund managers highlight investment potential in the likes of Qatar.

 
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