Waverton: Massive ETF flows ‘distorting emerging markets’
Rapid inflows into emerging-market ETFs have distorted Asian markets, according to Waverton Invesment Management’s Brook Tellwright.
Emerging Markets
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Why T Rowe Price is significantly underweight China
With improved conditions in emerging markets set to continue, economic growth in the sector is poised to accelerate, says Gonzalo Pangaro, lead fund manager of T Rowe Price’s Emerging Markets Equity Fund.
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Fund Manager Profile: Andrew Swan, BlackRock
BlackRock’s Hong Kong-based manager Andrew Swan on putting flexibility and the willingness to take big bets at the heart of his philosophy, and why he is casting financials as the next big value opportunity in Asian equities.
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Ashburton: Tax reform a ‘game changer’ for Indian investors
India’s new goods and services tax (GST) will be a “game changer” for investors in the country as it moves from a ‘black’ economy to a more formal one, according to Ashburton CIO Jonathan Schiessl.
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Jupiter unveils GEM corporate bond fund
Jupiter has launched a global emerging market corporate bond fund for its new hire Alejandro Arevalo, who joined the asset manager in December from Pioneer Investments.
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PA ANALYSIS: How ‘most influential’ Tulloch delivered in volatile Asian markets
Angus Tulloch has been a name synonymous with Asian investing since the emerging region was in chrysalis stage, and so will be greatly missed in his retirement.
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Global flows into bond funds dwarf equity funds by 55%
Global flows into fixed income funds more than doubled those into equity products last month, according to Thomson Reuters Lipper.
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Company earnings or Trump and China: what will drive GEM returns in 2017?
Emerging markets are undervalued, offer a compelling growth story and provide much-needed diversification so what is the number one driver for returns in the coming 12 months?
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Wealth Manager Profile: Stonehage Fleming’s Graham Wainer
Stonehage Fleming’s focus on intergenerational wealth provides a strong platform from which to provide the ‘grown-up, long-term investing’ CEO Graham Wainer believes is vital in a globalised world that remains ever-vulnerable to political events.
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PA ANALYSIS: China must deliver on ‘global powerhouse’ status
With reports of China flexing its ballistic missile might in response to Trump’s “provocative remarks”, let’s hope Chinese New Year is celebrated with the right kind of fireworks.
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Morningstar cuts high yield exposure back
Morningstar has reduced its discretionary income portfolios’ holdings of high yield bonds, using the money to raise exposure to “good value” emerging market debt.
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The seven key asset allocation questions this year
Head of asset allocation at Legal & General Investment Management Emiel van den Heiligenberg has outlined what he sees as the seven key questions facing investors this year.
