Mid-Year Review 2024: AI boom and market surprises
Key takeaways: 90%* of Elite Rated funds and trusts have produced positive returns for investors ...
Goldman Sachs India Equity Portfolio
Elections, growth and valuations: Your five minute guide to Indian equities
Next week (June 4th) will see the results of the Indian elections announced – with current prime ...
313. Investing in India’s future: manufacturing, digitalisation, and market valuations
Mithran Sudhir, client portfolio manager of the Goldman Sachs India Equity Portfolio fund, explor...
Will emerging markets outshine developed markets?
Over the past decade, developed market equities, with cumulative returns of 215%*, have significa...
adviser only
Why valuations should not block India’s investment case
This article first appeared on Trustnet on 1 May 2024 The Indian elections are in full swing, wit...
Which are the most popular funds this ISA season?
Investors finished the first quarter of 2024 in high spirits after a 9.9% rise in the MSCI World ...
adviser only
Why you can’t outrun slow-moving demographics
This article first appeared in Professional Adviser on 7 March 2024 Cast your mind back to when y...
adviser only
Who wins from a declining US dollar?
This article first appeared in Trustnet on 25 January 2024 The stock market rally of the last few...
Which Elite Rated funds have trebled your children’s savings?
Junior ISAs were introduced back in November 2011 as long-term, tax-free savings vehicles for chi...
adviser only
Why China struggles should not stem wider interest in Emerging Markets
This article first appeared on OctoMembers on 19 October 2023 China’s sluggish recovery has been...
adviser only
Can India continue to defy valuation fears?
This article first appeared on Professional Paraplanner on 17 October 2023. It seems India can do...
India overtakes the UK as fifth largest economy in the world
A decade ago, India was the world’s 11th largest economy. Today it is the 5th largest, bigger tha...
The future’s bright, the future’s India
Mithran Sudhir, client portfolio manager of the Goldman Sachs India Equity Portfolio fund, talks ...
adviser only
Why the long-term outlook for India remains promising
This article first appears in the September edition of Professional Paraplanner magazine As one o...
adviser only
India – and the choice between valuations and long-term growth
This article first appeared on trustnet.com on 14 June 2022 How do you decide on the big decision...