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There seems to be an investor consensus that emerging market stocks will continue to outperform both in the short and medium term.
Domestic reforms and global growth are opening India back up as an investor hotspot and Neptune India Fund manager Kunal Desai believes this is India’s new dawn and the recovery of its corporate earnings is just the beginning.
US president Trump’s trade and immigration policies are targeted at only three countries in the emerging market space which leaves more than enough investment opportunities for his portfolios, says Bryan Carter, head of emerging markets fixed income at BNP Paribas Investment Partners.
Emerging market equities and bonds have outperformed their developed rivals by a large margin year-to-date, resulting in a surge in inflows. An acceleration in global growth and the absence of immediate macro concerns seem to underpin the current rally, but there are some obvious elephants in the room.
The first quarter of 2017 extended the hectic end to last year with plenty of macro and market events to keep fund managers on their toes. Here, based on data from FE Analytics, are the top 10 performing UK retail funds by three-month performance.
The prospect of steadily rising global growth and ongoing monetary policy support has set the stage for emerging markets to do well in 2017, says Julie Salsbery, senior client portfolio manager, multi sector fixed income at Invesco.
Index provider MSCI has outlined new proposals designed to overcome issues preventing it from adding the shares of mainland Chinese companies to several key equity indexes, which should effectively allow a limited number of stocks to be included.
Emerging markets are back. EM equities and debt were among the most popular asset classes with European investors in February, according to fresh Morningstar data. Developed market equity flows, however, took a surprising turn.
With improved conditions in emerging markets set to continue, economic growth in the sector is poised to accelerate, says Gonzalo Pangaro, lead fund manager of T Rowe Price’s Emerging Markets Equity Fund.
Mark Mobius is to stand down from fund management duties on a range of 12 Luxembourg Sicavs but will remain as executive chairman of Templeton Emerging Markets Group.
WisdomTree has launched accumulating and distributing share classes of its India Quality Ucits ETF (EPIQ), which offers smart beta exposure to Indian stocks with a focus on above average returns on assets (ROA) and return on equity (ROE).
Jupiter has launched a global emerging market corporate bond fund for its new hire Alejandro Arevalo, who joined the asset manager in December from Pioneer Investments.
A Trumped-up US economy, taper tantrum and a dollar bull market do not have to be insurmountable headwinds for emerging market equities, according to Goldman Sachs Asset Management’s Luke Barrs.
Bond holders look set to benefit from the tax amnesties offered by some emerging market countries that have realised that substantial wealth resides outside their borders which has never been declared for tax purposes, says Jan Dehn, head of research at Ashmore.
UK-based ETF Securities has decided not to renew its asset management licence in Hong Kong, following a number of high-profile delistings in city last year.
There has been little movement in the top ranking global emerging markets bonds funds in terms of their assets under management in the past 12 months.
The evolution of the EM bond fund asset class has seen recent launches emphasise either flexibility, blended strategies for instance, or specific areas of the market, such as short duration funds.
The November sell-off in emerging markets debt was more severe for the local currency part of the market, so it is no surprise that hard currency debt funds were among the top performers through November 2016.
In 2016, emerging market debt staged a spectacular recovery following a dreadful performance in 2015. However, it is important to make a distinction, between local and hard currency bonds, says Morningstar analyst Carlos Gonzalez-Lucar.
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