The role of government bonds in an income portfolio
By David Thorpe One of the great questions of market history will always be: what would have happened post-financial crisis if central...
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Financial Services Bill - Brought from the Commons on 14th January 2021
- Nov 3
Has ESG Gone Off the Rails?
“When regulation starts to become coercive, then there is a problem,” an investment manager writes. By Sharon Bentley-Hamlyn From the...
- Oct 30
How can UK retail investors get into India?
£4bn in assets under management in UK retail funds focused on India and the subcontinent Which famous index of 500 listed companies has...
- Oct 19
Investment Managers Keep Faith in Emerging Markets
“Many EMs are well positioned to have economic growth acceleration in 2024 and beyond,” says one portfolio manager. “We invest in...
- Oct 17
Aubrey Capital’s Emerging Market Investment Philosophy & Process
John Ewart, Fund Manager at Aubrey Capital Management, recently took part in a Q&A on Aubrey’s unique Emerging Markets investment...
- Oct 15
Why are US government bond prices falling?
By David Thorpe Central banks may have anticipated that by the time they came to do QT government budget deficits would be falling and so...
- Oct 9
Opportunity abounds as India gains entry to JP Morgan's bond index
'Significant foreign investor inflows’ It has been a year of meticulous productivity and many successes for India, the world's fifth...
- Oct 5
‘Debt returns are in line with economic reality’ says Alberto Matellán
by Brandon Russell Fixed-income markets have captured the attention of investors and analysts in recent days, as sovereign debt yields...
- Oct 3
Why India Is 40% Of Our Portfolio
Written by: John Ewart | Aubrey Capital Management You have strongly overweighted India and slightly underweighted China compared to the...
- Oct 1
India is putting the brakes on China
John Ewart, fund manager at Aubrey Capital Management, explains why he is heavily overweight India compared to the MSCI EM Index. China,...
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