Investors pick Asia over US as Trump pushes on with trade war
Last Word Research highlights the asset classes fund selectors currently favour
Emerging Market Equities
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SLI Gars follows tide of global money chasing EM
Emerging market ETFs record largest monthly inflow in January
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Trade war fears prompt equities cull
Fund managers have slashed their global equity allocations to the lowest level since November 2016, spooked by fears of a trade war.
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‘Decoupling back in vogue’: US equity sentiment turns positive
Global fund managers are finally turning positive on US equities and commodities while sentiment towards Europe and emerging markets has cooled, according to the latest Bank of America Merrill Lynch fund manager survey.
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Blackrock trust offers investors swift exit
Investors in the Blackrock Emerging Europe investment trust will be able to exit at the net asset value, a regulatory filing published on Wednesday said.
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SLI adds oil majors strategy to Gars portfolio
Standard Life Investments has added an oil majors versus global equities strategy to its Global Absolute Return Strategies to exploit rising commodities prices.
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Templeton Emerging IT lead manager resigns
Carlos Hardenberg, lead manager for the Templeton Emerging Markets Investment Trust (TEMIT), has resigned but will remain as portfolio manager until 31 March 2018.
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Global managers’ EM overweight hits 47%
Global fund managers upped their emerging markets overweight to a net 47% in September, while increasing their underweight to the US, according to the latest Bank of America (BofA) Merrill Lynch survey.
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Global managers’ EM overweight hits 47%
Global fund managers upped their emerging markets overweight to a net 47% in September, while increasing their underweight to the US, according to the latest Bank of America (BofA) Merrill Lynch survey.
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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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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.