Look beyond Asia for fertile EM opportunities
Barings’ Adnan El-Araby is turning away from Asia emerging markets to seek opportunity in the Middle East, Africa and eastern Europe, which he claims is a fertile hunting ground for growth
Barings’ Adnan El-Araby is turning away from Asia emerging markets to seek opportunity in the Middle East, Africa and eastern Europe, which he claims is a fertile hunting ground for growth
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Some investors see opportunity amid the volatility
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Experts say financial conditions are already tight and summer rate cuts are on the cards
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A ‘clear process’ helped the fund manager navigate the tough market conditions of 2022
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It was difficult to find cheerleaders for the style last year but things are changing
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Investors left unsure of the Fed’s plans for the coming months
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There is a long tail of undervalued small- and mid-cap companies in the region
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UK investors have had little incentive to exit, but fatigue might finally be setting in
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Rotation away from growth raises questions about how sustainable strategies will perform
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Goldman Sachs warns investors may have missed the IG boat but S&P expects speculative-grade defaults to double
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The JOHCM UK Equity Income managers discuss collaboration, careful stockpicking and intentionally high hurdles
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But good news/bad news economic data muddies the waters
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