Allocation

Glen Finegan, Head of Emerging Market Equities, provides a detailed update on the Henderson Emerging Markets Strategy, covering recent market drivers, performance and activity, and his outlook for the asset class.

According to Arnaud du Plessis, CPR AM thematic equities manager specialising in gold and commodities, after the US Nonfarm Payrolls fell far short of expectations in early June, a further boost to the gold market was provided by the Brexit vote. The big winners are UK investors who had the bright idea of converting their savings into gold...

Cédric de Fonclare, manager of the Jupiter European Opportunities SICAV fund explains why Johnson Matthey, Nokia, Tenaris, Pandora and Ryanair can currently be found in his portfolio.

Many fund managers expect performance and investment decisions to be affected, while institutional investors expect to commit less to the UK

GAM Investment Director Paul McNamara looks at the impact of Britian’s surprise ‘leave’ vote on emerging market debt. In his view EM fundamentals have improved materially over the past three years, and a turn in the credit cycle could cause EM growth to pick up by the end of 2016.