Ashmore argues there is ‘chronic over-estimation’ of EM risk
There is chronic over-estimation of emerging markets risk among investors relative to economic growth levels, according to head of research at EM specialist Ashmore, Jan Dehn.
Equities
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FACTOR FIVE: European equities funds for all occasions
Investec Wealth & Investment’s Stacey Johnson analyses five European equities funds for a variety of investment aims.
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Miton hires Moreno for European fund launch
Miton has recruited ex JOHCM European equities manager Carlos Moreno ahead of a fund launch later this year.
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PA ANALYSIS: Greece crisis resolved in time for the summer hols… Right?
News that Greek Prime Minister Alexis Tsipras has seemingly given in to creditor demands certainly cheered markets yesterday.
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China’s trading freeze can undermine MSCI inclusion
The recent suspension of trading in 1300 A-share stocks could delay their much-awaited inclusion in MSCI’s emerging market index, fund houses said.
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Andrews Gwynne ups alternatives weighting to 28%
Leeds-based discretionary Andrews Gwynne has upped its alternative ‘independent strategies’ weighting by a further 4% to 28% in its AG Portfolio, while also maintaining 19% in cash.
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European equities jump as Greece deal nears
The leading European equities indices have jumped this morning as reports emerge indicating a deal has been reached to offer Greece a new bailout and keep it in the eurozone.
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Fund manager profile: Terry Smith
Terry Smith’s varied career has made him highly unusual within the ranks of fund managers. The combination of the different roles he has held during his 41-year career has resulted in a rare degree of industry insight.
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Signs of US equities comeback emerging
US equities enjoyed a resurgence in popularity in June, according to BlackRock.
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Chinese equity rout slows but at what cost?
Chinese markets rose on Thursday, bringing relief from the frenzied selling that had characterised markets over the past few days and hope that the authorities increasingly heavy-handed measures to stop the rout had finally begun to work.
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Smith & Williamson’s Burns snaps up more UK exposure
Smith & Williamson has this week upped its UK equities weighting and may add further to it in the coming weeks, head of multi-manager at the firm James Burns said.
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Aviva adds to global equities management team
Aviva Investors has appointed Giles Parkinson as global equities fund manager.