Emerging Markets
Alternatives | 14 Jun 16
Limited fortunes will take brave hearts – Pictet AM
For the next five years investors with multi asset portfolios need to be thinking in terms of a 2.5-3.0% real rate of return and even then they will need to hold a lot more high risk assets, according to Pictet Asset Management.
Emerging Markets | 13 Jun 16
Sovereign wealth funds stay confident as returns slide
Despite the volatility of global financial markets this year and a steady decline in investment returns, confidence among the world’s sovereign wealth funds remains high, a survey by Invesco has found.
Emerging Markets | 13 Jun 16
China economic management a key investment risk – Pioneer
China’s miscommunication to the markets and lack of transparency in carrying out financial reforms are investment risks for the region, according to Monica Defend, Pioneer Investments head of global asset allocation research.
Emerging Markets | 7 Jun 16
HSBC overweight emerging market equities
A cautious US Federal Reserve, stabilisation of oil prices and accommodative monetary policies are among the factors expected to drive emerging market equities, according to HSBC Private Bank.
Risk of China currency intervention growing, Heartwood says
China’s currency depreciation trend playing out in 2016 looks set to continue, according to Jade Fu, investment manager at Heartwood Investment Management.