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Financial Services Bill - Brought from the Commons on 14th January 2021



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...
Nov 3, 2023


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 30, 2023


The Boyar Value Group's Q2 2023 Client Letter
Summary The Boyar Value Group's mission is to search or value on behalf of our clients. In essence, we are trying to buy a dollar for...
Oct 25, 2023


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 20, 2023


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 18, 2023


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 16, 2023


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 10, 2023


‘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 6, 2023


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 4, 2023


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,...
Oct 2, 2023
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