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.
Investment managers are positioned for long-term weakness in the US dollar, sticking by emerging markets, despite recent strength in the currency.
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.
Emerging market-focused funds have topped the tech sector since news of Facebook’s privacy blunder broke last month, according to FE Analytics.
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.
Seneca Investment Managers has added an underperforming global emerging markets (EM) equity fund to its diversified growth portfolio.
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.
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.
Franklin Templeton Investments has launched a Templeton Emerging Markets (EM) Local Currency Bond fund.
Confidence in emerging markets (EM) has declined but investors’ faith in gold has increased, according to the CFA’s latest Valuation Index.
Hermes has appointed Amit Mehta as director and senior Asia analyst in its emerging markets team.
BNY Mellon Investment Management (IM) has launched an emerging market debt total return fund in response to the “demand for a long-only EM debt strategy”.
In his latest commentary, GMO’s Jeremy Grantham warned investors that we could be entering a “market melt-up” phase of the current bull run which, according to many, is looking rather long in the tooth.