EM equities see rapid rise in retail flows
Retail investment platform Rplan saw a big increase in flows into emerging market funds over the last three months, with the notable exception of China-only investments.
Retail investment platform Rplan saw a big increase in flows into emerging market funds over the last three months, with the notable exception of China-only investments.
If the lower for longer period of global growth and interest rates does come to an end, David Jane, manager of Miton’s multi-asset range, said he would have to restructure roughly half of his portfolio.
IFAs see emerging market equities as the best investment opportunity over the next 12 months, according to a study by Baring Asset Management.
Aviva Investors has hired Bryony Deuchars as fund manager in its emerging market equities team.
Brexit-fuelled uncertainty has highlighted the growth potential of emerging markets equities and could signal the start of a multi-year bull run, says Didier Rabattu, head of global equities at Lombard Odier Investment Managers.
With the Fed keeping rates on hold and sterling under pressure, it is a good time to look for dips in commodities and increase exposure to emerging markets equities, says Trevor Greetham, head of multi asset at Royal London Asset Management.
I’ve lost count of the number investors who described themselves as “cautiously optimistic” in 2015, but going into 2016 maybe we should drop the caution entirely (or at least tone it down a bit).
63% of delegates at today’s Portfolio Adviser’s Expert Investor Emerging Markets event said they expect to increase their exposure to the asset class in the next year, up from 25% when the same question was asked in February.
Emerging markets may look cheap relative to their history, but investors have been slow to call the nadir while there remains no obvious sign of economic improvement.
While Asia presents the best opportunities in emerging market equities, it is Latin America that excites most in the debt space, according to Capital Group’s senior vice president Martyn Hole.
Flows into broad emerging market equity ETPs were the strongest since last August, BlackRock said on Monday.
European investors have suddenly started to pour in money into corporate bonds in June, while net inflows into high yield bond funds collapsed.