Templeton Emerging Markets Investment Trust’s incoming lead manager has described Mark Mobius as his mentor and said he will never view him as a competitor, despite the legendary emerging markets investor establishing a rival fund following his retirement from Franklin Templeton.
While ESG has become an inherent part of risk management, SRI (socially responsible investment) products are, by comparison, designed to meet the demand of specific investors, according to Aberdeen Standard emerging markets investment manager William Scholes.
As cumulative flows into emerging market passive funds surpass active alternatives investors should seek opportunities further down the market-cap scale, Aviva Investors head of emerging markets and Asia Pacific Will Ballard argues.
Emerging market bond funds are the “sweet spot” when it comes to the search for fixed income yield, according to Blackrock.
Emerging market equities is one of the few asset classes where investors are still seeing value, but as the asset class makes a comeback investors have different takes on whether to allocate to regional funds or leave geographical allocation to portfolio managers.
Jupiter Merlin has shaken up its allocation to emerging markets in its Growth and Worldwide Portfolios, opening a position in the Invesco Perpetual Asian fund, managed by William Lam.
China has been making all the headlines in recent weeks after it celebrated the Year of the Dog on 16 February. After such a strong year for Chinese investors in 2017, many headlines focused on the opportunities which lie ahead, but are there dangers that investors need to be aware of?
Chetan Sehgal, lead manager of the Templeton Emerging Markets Investment Trust (Temit), said the portfolio’s core themes of investing in Information Technology (IT) and consumerism will remain during his stewardship, having just taken the reins from the outgoing Carlos Hardenberg.
UK investors remained upbeat about global investment opportunities in February, but confidence in UK corporate and government bonds declined.
The eyes of the world fell on South Korea on Friday, as the opening ceremony of the 2018 Winter Olympic Games took place in Pyeongchang.
Ashmore continued to benefit from high investor demand for emerging markets products, recording close to $8bn in net inflows over the first half of the year.
Winterflood Investment Trusts has removed the Templeton Emerging Markets Investment Trust (Temit) from its recommend list of funds until the future direction of Franklin Templeton’s emerging markets team becomes clearer.
