Blackrock’s Sam Vecht steps down from Greater Europe trust
Stefan Gries, previously co-manager, in sole charge
Emerging Markets Equity
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Emerging markets veteran Gary Greenberg to retire from Hermes
Succession plan will see Kunjal Gala become co-manager on funds
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Polar Capital raids Nordea for EM fund launch
Polar Capital has poached four members of Nordea Asset Management’s emerging markets equities team, including group head Jorry Rask Nøddekær, to launch its debut fund.
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Franklin Templeton appoints emerging market equity CIO
Franklin Templeton has appointed Manraj Sekhon as chief investment officer (CIO) of emerging market equity, effective from 19 February.
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Brooks Macdonald: No full recovery in UK investment
While Q1 2017 was “generally positive for most asset classes,” Brooks Macdonald warned a full recovery in UK business investment is unlikely.
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UK active equity underperformance quadruples in 2016
The S&P Indices versus active funds (SPIVA) Scorecard revealed that the amount of actively managed UK equity funds that failed to beat the benchmark quadrupled from 22.2% to 87.22% between 2015 and 2016.
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Psigma targets contrarian plays and HY in time of ‘Trumponomics’
Psigma Investment Management head of investment strategy Rory McPherson is advocating contrarian equities plays, emerging markets growth stocks and US high yield credit as we enter the era of ‘Trumponomics.’
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The top five asset classes to target in 2017
As 2016 draws to a close, these are some of the key areas investors are pinning their hopes for the new year on.
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Schroders’ Brookes clings to cash as inflationary boom looms
With bond yields persistently unattractive, cash is king for Schroders head of multi-manager Marcus Brookes.
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Neuberger trims US equities, beefs up EM and commodities
Neuberger Berman has decreased its exposure to US equities for first time this cycle to fortify against volatility and weaker earnings.
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Capital Group brings ‘New World’ EM fund to Europe
Capital Group has announced it will make its emerging markets strategy available to investors outside the US this October via a Luxembourg vehicle.
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Investors have piled into EM for wrong reasons – Hermes’ Greenberg
Investors have jumped into emerging markets for the wrong reasons, according to Hermes Investment Management’s Gary Greenberg, and with the strong possibility of a Federal Reserve rate hike, he predicts it is only a matter of time until they realise they have had their dessert before the main meal.
