The assets to dominate 2018
Emerging market equities and short duration corporate bonds are just two assets which should perform well in 2018 according to Fund Calibre’s Darius McDermott.
Emerging Markets
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Are Faangs giving way to emerging tech?
Emerging market tech companies have outperformed the famed ‘Faang’ stocks this year, but do tech companies in developing economies offer better long-term opportunities as well?
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Polar Capital shuts down growth fund
Polar Capital is to shut up shop on its $72.1m Emerging Markets Growth Fund and has suspended all dealing within the strategy with immediate effect.
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Ashmore sees strongest net inflows in four years
The emerging market specialist Ashmore Group has reported a $6.3bn (£4.7bn) surge in assets under management during the quarter ended 30 September 2017.
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GAM EM Equities: Trump has materially helped our performance
Donald Trump’s administration has presented more opportunities than problems for emerging market equity managers, argues GAM’s Tim Love.
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Why GEM trusts are a double-digit discount opportunity
Despite significantly outperforming developed markets for the past two years, discounts in the emerging market investment trust sector remain in double-digit territory, according to broker Stifel.
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IMF warns of ‘dangerous’ trajectory for Chinese debt
China’s growth outlook is expected to improve between 2017 and 2021, but the country’s rising debt level skews the figures and raises strong concerns, according to the International Monetary Fund.
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PA ANALYSIS: As India’s Nifty 50 soars, where are the best investment opportunities?
India’s Nifty 50 index has been steadily climbing this year, hitting an all-time high of 9,675 earlier this month, but can it breach the 10,000 barrier?
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PA ANALYSIS: Frontier markets – still an asset class?
With a string of countries having been promoted to emerging market status by index provider MSCI in recent years, are frontier markets still a viable asset class?
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Tilney: European valuation advantage has ‘dissipated’
Tilney Group’s CIO Chris Godding stresses that the case for investing in Europe is no longer valuations-based.
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PA ANALYSIS: EM outperformance – will the consensus hold?
There seems to be an investor consensus that emerging market stocks will continue to outperform both in the short and medium term.
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PA ANALYSIS: Should you buy into the emerging markets rally?
Emerging market equities and bonds have outperformed their developed rivals by a large margin year-to-date, resulting in a surge in inflows.
