Emerging Markets
BRICs still a viable investment theme, says Goldman Sachs
BRIC nations should still form up to 50% of any broad emerging markets exposure, said Kathryn Koch, head of global portfolio solutions at Goldman Sachs Asset Management.
Four themes to support Asian growth
Mirae has identified four multi-year themes from the striking rise of the aspirational consumer across Asia that will drive growth in emerging markets.
Vanguard joins EM chorus, sees strength in bonds
The firm sees improvement in the risk-reward balance for sovereign and investment grade corporate bonds in emerging markets.
Emerging Markets | 12 May 16
Baring ups Asian EM exposure
Baring Asset Management’s multi asset group has increased its exposure to emerging Asian markets for the first time in years and upgraded the asset class from a neutral to preferred.
Positive developments luring investors back into EM – Pictet
Positive developments such as evidence of an underlying improvement in industrial production and exports in Asia are luring investors back into emerging markets, said Pictet Asset Management’s chief strategist Luca Paolini.