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.
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.
Kathryn Langridge talks about helming Manulife’s push to become the go-to retail asset manager for emerging market investing in Europe.
Register for Fidelity Emerging Markets portfolio manager Nick Price’s live webcast.
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.
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.
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.
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.
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.
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?
Emerging markets are back in favour, but are investors going back in on solid fundamentals or blind hope?
US fund management giant BlackRock has joined the ongoing shift into emerging markets by upgrading the asset class to overweight in its asset allocation outlook.
Malaysia’s Islamic insurers are considering a move into Europe by targeting the continent’s growing Muslim population, an expert in Islamic finance has said.
Retail investment platform Rplan saw a big increase in flows into emerging market funds over the last three months, with the notable exception of China-only investments.
Emerging market currencies are set to strengthen even further despite the significant appreciation from lows this year, said NN Investment Partners.
The price of brent crude broke through $50 (£38, €44) per barrel on Thursday afternoon prompting headlines writers to tout oil’s return to bull market territory.
If the lower for longer period of global growth and interest rates does come to an end, David Jane, manager of Miton Group’s multi-asset range, said he would have to restructure roughly half of his portfolio.
One year on from China's surprise currency devaluation, there is still room for a further gradual depreciation of the renminbi against the US dollar, said Jade Fu, investment manager at Heartwood Investment Management.
Isle of Man chief minister Allan Bell has questioned...
France, Germany and Italy are fighting against introducing...
The winners in International Adviser’s inaugural Best...
Guernsey-based Louvre Fund Services and two of its...
Advisers are losing business because they are failing...
As Old Mutual International’s head of region for Europe, David Matthews is well placed...