Investors Should Stick With Emerging Markets

These are strange times in the investment world and indeed the whole global economy, when many of the certainties that have driven stock and bond prices over the past decade and more appear to have been thrown out of the window.  On this side of the world, we are seeing vast sums flowing into European markets, particularly fixed income. As I write, the five-year German bund is yielding a whole 0.07pc, hardly the type of return that you could build a pension pot on. 

http://tinyurl.com/plajyjz

Ukraine Won’t Derail Emerging Market Gains

A president on the lam and an angry Russian bear looking to assert his authority on a wayward former territory. Although the situation gets murkier in Ukraine, the prospects of contagion coming from the former Soviet state seem minimal, judging by global market reaction. The question for investors is why the Ukraine situation differs from Greece’s insolvency, or on a smaller scale, Cyprus’s banking failure, when European markets roiled from the daily drip of bad news coming from these two small countries.

http://tinyurl.com/lzu3c3l