Bullish Ashmore undeterred by outflows
Ashmore reported net outflows of $2bn during the quarter to 31 March 2015, but expects modest new subscriptions to continue to pick up.
Ashmore reported net outflows of $2bn during the quarter to 31 March 2015, but expects modest new subscriptions to continue to pick up.
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Jan Dehn, head of research at Ashmore, discusses the increase in the emerging markets fixed income universe and highlights the relevance of this for developed economies.
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Following a positive market rush after elections, India is a wild card depending how investors choose to play it.
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The bandwagon, while powerful, often result in an over-simplification of complexity and the erasure of nuances, in effect commoditising ideas argues Jan Dehn.
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Few contrarians are willing to put a gun to their head in what is appearing to be a game of Russian stock market roulette.
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A low-margin overlay theme at the end of the quarter was a key driver of net outflow, according to the firm.
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Weak performance by emerging markets hit specialist investor Ashmore according to its half-year interim results.
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Going into 2014 a stronger US and EM crisis were the key market drivers – both now appear to be unwinding
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Investors are making the case for non-state-controlled companies in resource-rich Latin America
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A few years ago, the worst portmanteau ever was created – Brangelina. The investment equivalent is another one that sticks in the craw – Chindia – though thankfully this one has largely disappeared from use.
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Ashmore has become the first fund manager outside of Hong Kong to receive a licence which will allow it to invest in Chinas domestic securities market.
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Jerome Booth argues that the large dollar reserves built up by emerging market central banks means the fate of heavily-indebted developed countries' currencies rests in their own hands.
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