EM mania spreads to frontier markets
Frontier market equities saw the largest net inflows for a very long time in June, suggesting the interest in developing economies’ stock markets is broadening.
Emerging markets
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Neptune’s Turnbull joins Invesco Perpetual’s EM team
Ex-Neptune China fund manager Douglas Turnbull has landed at Invesco Perpetual’s emerging markets team, following his recent departure from the firm.
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East Capital launches Sustainable Emerging Markets fund
Specialist emerging and frontier markets manager East Capital is to launch a fund investing in socially responsible emerging market companies.
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Manulife’s Langridge: EM investors should fear repeat FANG sell-off
Another sell-off in FANG stocks could have significant repercussions for emerging markets, said Kathryn Langridge of Manulife Asset Management.
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Jupiter launches EM income trust for Teverson
Jupiter has expanded its emerging market offering with the launch of an income-focused investment trust targeting the region’s small and mid-cap stocks.
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Fresh EM inflows as funds continue winning streak
Rising commodity prices and assurance of continued low interest rates saw emerging market equity funds welcome fresh inflows for the seventh week running, their longest winning streak since last September.
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EM equities strong enough to face US headwinds – Goldman Sachs AM
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.
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The five questions all investors should ask going into 2017
PA asked managers their thoughts on the big issues facing investors in 2017.
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PA ANALYSIS: Why it pays to be selective in EMD
While more fuss will be made of the eighth anniversary of the fall of Lehman Brothers, it is also worth remembering next year will mark 20 years since the preceding Asian financial crisis.
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Global equities and bonds increasingly seen as overvalued, CFA survey reveals
Growing uncertainty in developed markets and a flight to safe haven assets post-Brexit have skewed valuations, according to an increasing number of industry professionals polled by the CFA Society of the UK.
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PA ANALYSIS: Managers under pressure as SJP gets tough on Asian and GEM mandates
First State Stewart and Aberdeen have long been the big names to trust in Asian and emerging market investing but wealth managers have a valid case for replacing them in portfolios.
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EM sentiment may fizzle: BNP Paribas
Select Asian markets are showing encouraging signs, but the likely strengthening of the US dollar is a strong headwind.