Manulife’s Langridge: EM investors should fear repeat FANG sell-off
Another sell-off in FANG stocks could have significant repercussions for emerging markets, said Kathryn Langridge of Manulife Asset Management.
Emerging Market
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Jupiter launches EM income trust for Teverson
Jupiter has expanded its emerging market offering with the launch of an income-focused investment trust targeting the region’s small and mid-cap stocks.
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The five questions all investors should ask going into 2017
PA asked managers their thoughts on the big issues facing investors in 2017.
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PA ANALYSIS: Why it pays to be selective in EMD
While more fuss will be made of the eighth anniversary of the fall of Lehman Brothers, it is also worth remembering next year will mark 20 years since the preceding Asian financial crisis.
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PA ANALYSIS: Managers under pressure as SJP gets tough on Asian and GEM mandates
First State Stewart and Aberdeen have long been the big names to trust in Asian and emerging market investing but wealth managers have a valid case for replacing them in portfolios.
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How compelling is Brazil’s fixed income story?
Amid the political turmoil, Brazil has done well for fixed income investors, but questions remain around further volatility.
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AXA IM hires new head of EM fixed income
AXA Investment Managers has appointed Michael Ganske as head of emerging markets fixed income, based in London.
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Avoiding arrogance and macroeconomic beartraps – European Wealth
Having surpassed £1bn in assets under management less than five years into its existence, European Wealth’s fearlessness in deviating from its peers is paying off.
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OMGI hires EM debt head
Old Mutual Global Investors is to bring management of its OM Local Currency Emerging Market Debt Fund in-house following the appointment of a head of EM debt.
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Henderson launches two credit funds
Henderson Global Investors has launched two credit funds to meet what it sees as the growing demand for sophisticated fixed income products.
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PA ANALYSIS: A new approach to emerging markets?
A number of fund houses are looking to new EM strategies as returns become harder to come by.
