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.
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.
Morningstar has reduced its discretionary income portfolios’ holdings of high yield bonds, using the money to raise exposure to “good value” emerging market debt.
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.
BMO Global Asset Management has added an emerging markets ETF to its offering, expanding its so-called ‘income leaders’ fund range.
Fund managers believe emerging market debt looks more attractive in 2017, although China is still a big concern.
Foreign investors took their money out of EM assets at the fastest pace since the 2013 Taper Tantrum in November, according to the Institute of International Finance (IIF).
Fund management companies expect the world’s highest returns over the next 12 months to be found in emerging markets. They have severely downscaled their return prospects for European equities over the past couple of months, apparently in response to the attitudes of their clients.
Theresa May’s visit to India is her first trade mission as Prime Minister and an important one for the UK as it looks beyond Europe.
In this week’s edition of the podcast, Kaan Nazli, emerging markets economist at Neuberger Berman discusses whether or not there is still room to run on the EM rally, where he is seeing opportunity in the debt space and how a Trump presidency could affect the market.
With less than a week to go before one of the most contentious presidential contests concludes, some market participants are ignoring the noise, but many are fretting over shocks to equity markets and the potential fallout from protectionist trade policies.
While emerging market debt saw record quarterly inflows globally during the third quarter of 2016, the global hunt for yield does not benefit developed market junk bonds. But this could soon change.
