Investing

This year’s been rough for tech investors and there’s likely more to come. AirTree founding partner Daniel Petre says canny investors and clever companies will make it through to the other side.

When Russia’s invasion of Ukraine sent most emerging-markets funds plummeting, Perth Tolle’s Freedom Fund avoided most of the carnage.

Innovative health can be in areas of cell and gene therapies and genomics.

Emerging markets continue to offer good potential for investors, providing access to sectors and companies that are on significant growth trajectories, as well as those not readily available in developed markets, says John Moorhead, head of global emerging markets, Maple-Brown Abbott.

For investors, an assessment of country risk should seek to answer one key question: is the country under review an acceptable investment destination? If the answer is no, why would you invest there?

Economic growth is back on track but expect significant volatility in China equity markets before a more sustained recovery can take hold.

van der Welle says, ”We find that the bar for inflation becoming entrenched is pretty high and recessions, which we expect one way or another, are highly disinflationary. However, a right-hand skew to the expected inflation frequency distribution for developed economies is a key thread for 2023-2027. “

Over the past couple of years, there’s been a noticeable increase of asset-backed tokens entering the market, coinciding with an increase in the number of institutional investors as well.

The matrix of uncertainty provides a framework for assessing today’s economic environment and aids in making investment decisions, says Epoch Investment Partner’s John Tobin.

Price is what you pay, value is what you get. If you were trying to play the inflation, then you’d be going into some of the miners, some of the energy, some of the commodity producers, some of the resource companies, says David Paradice.