Growth boom attracts investors to EM passives
Fund selectors have been lured to passive strategies in emerging markets over the past 12 months after soaring technology stocks have driven the growth index sky high.
Emerging Market
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Franklin Templeton’s MacDonald: EM small caps less volatile than you think
Alistair MacDonald, institutional portfolio manager for the Templeton Emerging Markets Group, outlines why investors should consider the small cap space when investing in emerging markets.
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Managers position for weak US dollar
Investment managers are positioned for long-term weakness in the US dollar, sticking by emerging markets, despite recent strength in the currency.
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Will EMs tumble as rates rise?
Emerging markets are less likely to see a ‘taper tantrum’-like sell off as rates rise, says GSAM’s Shoqat Bunglawala, but not everyone agrees.
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Emerging market funds top tech sector on Facebook scandal
Emerging market-focused funds have topped the tech sector since news of Facebook’s privacy blunder broke last month, according to FE Analytics.
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Spectre of left looms over Latam funds
Latin America’s three largest economies face elections in 2018 with leftist candidates keeping markets on tenterhooks, but fund managers remain optimistic on the region regardless of outcomes at the ballot box.
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Seneca adds underperforming EM fund to growth portfolio
Seneca Investment Managers has added an underperforming global emerging markets (EM) equity fund to its diversified growth portfolio.
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The rush to emerging markets
European-domiciled emerging market (EM) funds have seen a spectacular turnaround in fortunes since the start of 2018, with inflows up €14.5bn (£12.8bn) during January to reach €11.4bn of assets under management, according to Morningstar data.
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Hermes: Four views on how elections will impact EM
International politics is regularly in the spotlight and has historically been known to affect emerging markets. With several elections coming up across the region, four managers at Hermes Investment Management assess the potential impact on asset classes and how investors can prepare for the risks.
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Franklin Templeton launches EM local currency bond fund
Franklin Templeton Investments has launched a Templeton Emerging Markets (EM) Local Currency Bond fund.
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Investor confidence in EM value drops as gold climbs
Confidence in emerging markets (EM) has declined but investors’ faith in gold has increased, according to the CFA’s latest Valuation Index.
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Hermes hires senior Asia analyst
Hermes has appointed Amit Mehta as director and senior Asia analyst in its emerging markets team.
