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ANALYSIS: Trump impact on emerging markets may wane

ANALYSIS: Trump impact on emerging markets may...

One of the losers so far, from the election of Donald Trump to the White House has been emerging markets funds.

Published : 1, Dec 2016
Trump Tantrum hits emerging markets

Trump Tantrum hits emerging markets

Investors took their money out of emerging market (EM) assets in November at the fastest pace since the 2013 Taper Tantrum, according to the Institute of International Finance (IIF).

Published : 1, Dec 2016
Asia ex-Japan equities bloom but volatility lurks

Asia ex-Japan equities bloom but volatility lurks...

Asian equities have enjoyed a good rally in the third quarter of this year, with a strong performance from technology stocks, but volatility is likely to remain, says Lena Tsymbaluk, research analyst at Morningstar

Published : 31, Oct 2016
ANALYSIS: Is the EMD buying spree going to hold this time?

ANALYSIS: Is the EMD buying spree going to hold...

Saudi Arabia’s record debt sale last week showed that emerging market bonds remain in strong demand with yield-hungry investors. However, the question is whether appetite could reverse as quickly as it has in the past.

Published : 25, Oct 2016
IMF forecasts economic slowdown in Gulf region this year.

IMF forecasts economic slowdown in Gulf region...

Economic activity across the six nations of the Gulf Cooperation Council (GCC) region is expected to slow sharply this year, according to the latest regional economic outlook from the International Monetary Fund (IMF).

Published : 19, Oct 2016
EM dividends are here to stay – JP Morgan AM

EM dividends are here to stay – JP Morgan AM

If investors want proof that the emerging markets rally has taken root, they should look no further than the sector’s dividend sustainability potential, according to JP Morgan Asset Management’s Omar Negyal.

Published : 27, Sep 2016
Amundi sees flow from Europe to Emerging Markets

Amundi sees flow from Europe to Emerging Markets...

The European stock market is actually more volatile than emerging markets, said Amundi's deputy global head of equities, Alexandre Drabowicz.

Published : 27, Sep 2016
BNP Paribas IP adds multi-asset EM income fund

BNP Paribas IP adds multi-asset EM income fund...

BNP Paribas Investment Partners has launched its first multi-asset income fund focusing on emerging markets.

Published : 26, Sep 2016
Lombard Odier shrugs off EM equities concerns

Lombard Odier shrugs off EM equities concerns

Emerging market equities are attractive despite China risk and a possible US rate hike this year, argues Lombard Odier Investment Managers client portfolio manager, Pascal Menges.

Published : 8, Sep 2016
Improving Chinese economy should keep EM calm – Kames

Improving Chinese economy should keep EM calm...

An improving Chinese economy should keep emerging markets calm and means that emerging nations are better placed to absorb a tightening of rates in the United States, according to Scott Jamieson, head of multi-asset at Kames Capital.

Published : 6, Sep 2016
Ashmore optimistic despite AUM slide

Ashmore optimistic despite AUM slide

Emerging markets specialist fund manager Ashmore has reported a $6.3bn (£4.7bn, €5.6bn) fall in assets under management and an 18% decline in net revenues.

Published : 6, Sep 2016
Fund manager profile: Manulife AM's Kathryn Langridge

Fund manager profile: Manulife AM's Kathryn Langridge...

Kathryn Langridge talks about helming Manulife’s push to become the go-to retail asset manager for emerging market investing in Europe.

Investors piled into EM for wrong reasons – Hermes’ Greenberg

Investors piled into EM for wrong reasons – Hermes’...

Investors have jumped into emerging markets for the wrong reasons, according to Hermes Investment Management’s Gary Greenberg, and with the strong possibility of a Federal Reserve rate hike, he predicts it is only a matter of time until they realise they have had their dessert before the main meal.

Published : 2, Sep 2016
Rousseff impeachment end of the road for Brazil contrarians

Rousseff impeachment end of the road for Brazil...

Wednesday’s vote by the upper house of the Brazilian senate to impeach Dilma Rousseff is being seen as a significant step forward for the country, but could well be the end of the road for contrarian investors.

Published : 1, Sep 2016
Qatar shares ease as FTSE Russell emerging market status nears

Qatar shares ease as FTSE Russell emerging market...

Share prices in Qatar have weakened after global index provider FTSE Russell named the 22 Qatari companies that will be included in its Secondary Emerging Market Index, when it upgrades Qatar from ‘Frontier‘ status later this month.

Published : 1, Sep 2016
Asia bear still growling

Asia bear still growling

Even though a growing group of asset management firms are warming to emerging markets, Gary Reynolds, chief investment officer at UK-based wealth and asset management firm Courtiers, remains bearish on the region and believes the US is the most attractive opportunity.

Published : 31, Aug 2016
Schroders rolls out China-focused multi-asset fund

Schroders rolls out China-focused multi-asset...

Global asset manager Schroders said improving investor sentiment toward China and the demand for income has prompted it to launch a new China Asset Income Fund.

Published : 26, Aug 2016
Emerging market debt: from devil to darling

Emerging market debt: from devil to darling

Emerging market bonds have undergone a remarkably quick transformation from one of the least loved asset classes to perhaps the most popular. This has been driven by the relative attractiveness of emerging market debt compared to developed market fixed income, but to what extent have the fundamentals of the asset class actually improved?

Published : 24, Aug 2016
ANALYSIS: Brains or blind faith behind EM call?

ANALYSIS: Brains or blind faith behind EM call?...

Emerging markets are back in favour, but are investors going back in on solid fundamentals or blind hope?

Published : 23, Aug 2016

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