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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
BlackRock goes overweight EM

BlackRock goes overweight EM

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.

Published : 23, Aug 2016
Malaysian insurers to target Europe in Islamic finance push

Malaysian insurers to target Europe in Islamic...

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.

Published : 22, Aug 2016
EM equities see rapid rise in retail flows

EM equities see rapid rise in retail flows

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.

Published : 22, Aug 2016
EM currencies set to strengthen – NN Investment Partners

EM currencies set to strengthen – NN Investment...

Emerging market currencies are set to strengthen even further despite the significant appreciation from lows this year, said NN Investment Partners.

Published : 19, Aug 2016
Crude bull market depends on sentiment and Saudi delivery

Crude bull market depends on sentiment and Saudi...

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.

Published : 19, Aug 2016
Miton’s Jane backs US and emerging equities if inflation picks up

Miton’s Jane backs US and emerging equities if...

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.

Published : 18, Aug 2016
China one year on: Renminbi to keep falling

China one year on: Renminbi to keep falling

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.

Published : 16, Aug 2016
China approves Shenzhen-Hong Kong Stock Connect

China approves Shenzhen-Hong Kong Stock Connect...

China's regulators have formally approved the Shenzhen-Hong Kong Stock Connect, which was expected to launch last year.

Published : 16, Aug 2016
Isle of Man hits out at ‘political’ EU blacklist of tax havens
Isle of Man hits out...

Isle of Man chief minister Allan Bell has questioned...

France, Germany and Italy fighting EU-wide ban on commission
France, Germany and Italy...

France, Germany and Italy are fighting against introducing...

International Adviser Best Practice Adviser Awards 2016 results
International Adviser...

The winners in International Adviser’s inaugural Best...

Guernsey regulator fines Louvre Fund and two directors
Guernsey regulator fines...

Guernsey-based Louvre Fund Services and two of its...

Advisers losing out due to customer experience not price
Advisers losing out due...

Advisers are losing business because they are failing...

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