top alternatives to aberdeen in gem
The news Aberdeen had soft closed its Emerging Markets Fund will have been met by some with dismay. But theres no point mourning an option no longer open to you, so where should you invest EM capital instead?
Investment
-
-
innovation makes way for defence carmignac gestion
Didier St Georges sees a great deal of positives affecting equity valuations yet is still keen to remain primarly defensively positioned.
-
more than a bed of roses for amorous em investors
Investors want to overweight emerging markets more than any other region when it comes to their asset allocation choices, but where are the oportunities and are there enough securities to go round?
-
Gerardine Davies joins BNP Paribas
Gerardine Davies has joined BNP Paribas Real Estate as the firm targets UK business growth.
-
hsbc opens up next generation fund
HSBC has launched high net worth (HNW) and institutional share classes for its Next Generation Fund, which invests in “new and upcoming hedge fund managers” and targets an annualised return of 12% to 15%.
-
secular and cyclical outlooks look good for gem
Thomas Meléndez explains the positives for investors as secular and cyclical outlooks combine for emerging markets, particularly in Latin America, and point towards soft economic landings.
-
asian debt now a mainstream asset class
Fixed income benchmarks are out of kilter with Asian debt markedly underrepresented within the global bond universe, according to Legg Mason.
-
is lack of competition behind GEM fund closures
It is not coincidence that the latest round of fund closures have concentrated on emerging market or Asian propositions, but is it down to market concerns or the lack of ability of the majority of fund managers?
-
schroders launches em small cap
Schroders has unveiled an emerging market small cap offering to be run by Matthew Dobbs, head of global and international small cap equities at the firm.
-
brazil domestic focus removes reliance on exports
Brazil’s exports are made up of almost exclusively commodities and financials but its domestic focus brings far more attractive avenues for external investors.
-
em bonds and equities
Emerging Market bond funds saw record inflows in the first week of February, as their equity counterparts also witnessed continued favour with investors, according to EPFR Global.
-
plenty of trees to pass to get out of the woods
Neel Kashkari gives his suggestions for where US equity investors should be putting their money bearing in mind his views on the over-reliance on household debt for growth.
