em managers cull flagging Samsung
Managers are selling down holdings in Samsung Electronics the largest constituent of the MSCI Emerging Markets Index given growth fears.
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BNY Mellon launches pair of Japanese equity funds
Launching two new funds focusing on Japanese equity‚ BNY Mellon is confident in investment opportunities in Japan’s market.
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The wheels coming off EM currencies
Some emerging markets have found themselves wobbling in recent weeks‚ following a long period of hitching themselves to the loose monetary policy of the Federal Reserve. They face the choice of hanging on (by raising rates) or letting go (allowing their currency to depreciate) but neither of these options will be pain-free.
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PA ANALYSIS Gems not yet shining again
Recent numbers from institutional data house EPFR have shown record outflows for global emerging market funds certainly no longer the jewels in the investment crown.
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M & G reshuffle on three bond funds
M&G Investments has rejigged the management of three of its retail fixed income funds, affecting the workloads of Jim Leaviss, Ben Lord and Mike Riddell with immediate effect.
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rethink China debt in an GEM allocation
China started pushing its currency on the international stage in 2013 and its relative success means we should now rethink the role of Chinese credit within the broader emerging market allocation.
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WisdomTree to expand into UK and Europe
US-based asset manager WisdomTree Investments is expanding into Europe through a majority investment in UK ETP provider Boost.
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Markets that its too late to sell
It’s time for celebration in China as we welcome in the Year of the Horse. The question for investors is has the horse already bolted in the Asian equity growth story‚ at least in the short term?
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great rotation is a fallacy
The great rotation from fixed income assets into equities is a fallacy, and post-tapering money moved out of bonds funds has largely made its way into cash or equivalents such as short-dated bonds, says Pimco.
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Vanguard offers global short-term bond index fund
The fund is aimed at investors seeking to diversify and manage volatility in their bond portfolios.
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Difficult to argue with the bulls
One of the best maxims concerning financial markets is to be always distrustful of a consensus.
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This year is 2013 in slow motion
Stephanie Flanders, chief market strategist for UK & Europe at JP Morgan Asset Management (JPMAM), is expecting 2014 to be 2013 in slow motion for equities and fixed income.