Emerging Markets
Emerging Markets | 2 Sep 16
Investors piled into EM for wrong reasons – Hermes’ Greenberg
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.
Emerging Markets | 1 Sep 16
Rousseff impeachment end of the road for Brazil contrarians
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.
Emerging Markets | 1 Sep 16
Qatar shares ease as FTSE Russell emerging market status nears
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.
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.
Schroders rolls out China-focused multi-asset fund
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.