Turkey crisis rattles emerging markets
Currency sell-off highlights country’s reliance on foreign capital.
Emerging Markets
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Eight investors on bright spots in emerging markets
Investors share EM geographies and sectors to navigate the Trump trade war and rising US interest rates
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Terry Smith investment trust falls 5.3%
The Fundsmith Emerging Equities Trust (Feet) has fallen 5.3% in H1, but defensive stock picks mean the net asset value did not fall as much as the benchmark.
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Franklin Templeton denies ex-Mobius fund faces further turnover
Franklin Templeton Investments has denied its emerging markets investment trust faces further turnover on top of the exit of star fund manager Mark Mobius and his protégé Carlos Hardenberg earlier this year.
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Emerging markets demand slumps among professional investors
Global emerging market (GEM) equities have been one of the most popular asset classes among professional investors across Europe since Q3 2015 – but demand dropped dramatically during Q2 2018.
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Somerset Capital members divvy £25m windfall
Somerset Capital Management, the emerging markets boutique manager co-founded by Conservative MP Jacob Rees-Mogg, has paid out £25.3m to members in its partnership.
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Franklin Templeton rebuilds Temit with Martin Currie hire
Franklin Templeton Investments has hired Martin Currie’s Andrew Ness as a portfolio manager on the Templeton Emerging Markets Investment Trust (Temit).
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Ashmore AUM falls in challenging period for emerging markets
Ashmore Group plc assets under management fell 3% during the quarter ended June 30, as increased net inflows were offset by negative investment performance of $5.2bn.
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Five emerging market views on Mexican elections
Mexico is set to lurch to the left when it goes to the polls this weekend with populist Andrés Manuel López Obrador, known by his nickname Amlo, the front runner in the presidential elections. Five managers weigh in on what Mexico’s politics mean for emerging market investors.
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Saudi Arabia added to the MSCI EM index
Saudi Arabia has been upgraded by index provider MSCI to its emerging market index, alongside Argentina, which has re-entered the index after being dropped in 2009.
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Temit overlooks Hardenberg exit as discount widens
The Templeton Emerging Markets Investment Trust board has blamed market volatility rather than the sudden exit of its lead manager Carlos Hardenberg for the widening of its discount in February and March.
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Husselbee shuns active EM debt
Liontrust’s John Husselbee believes that the majority of active emerging market debt funds are too immature to invest in now, but hinted he will switch from passive to active funds in the sector at some point.
