BMO GAM adds EM ETF to range
BMO Global Asset Management has added an emerging markets ETF to its offering, expanding its so-called ‘income leaders’ fund range.
Emerging Markets
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Bullish outlook for EM debt
Fund managers believe emerging market debt looks more attractive in 2017, although China is still a big concern.
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Trump Tantrum in emerging markets prompts $24bn exodus
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).
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Asset managers follow fund buyers and put cards on EM
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.
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May’s mission to India highlights opportunity for investors
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.
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PA Podcast: Taper tantrum, Trump and the outlook for EMD
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.
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PA ANALYSIS: Weighing up White House risk
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.
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PA ANALYSIS: High-yield bonds and emerging market debt – Divergent fates
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.
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PA ANALYSIS: Is the EMD buying spree going to hold this time?
Saudi Arabia’s record debt sale last week showed that emerging market bonds remain in strong demand with yield-hungry investors. However, the question is whether appetite could reverse as quickly as it has in the past.
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SLI’s Hambi ups Asia and EM exposure
Standard Life Investments’ Bambos Hambi has moved up to a neutral position in Asian and emerging market equities for the first time since 2010, when his MyFolio range was launched.
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Are equity risk premiums really still attractive?
Consensus suggests it is a struggle to find value in equities, but despite political uncertainty in the UK, US and Europe, there are still plenty of opportunities globally
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Policy missteps biggest threat to growth in Asia – Matthews Asia
Underestimating long-term reform efforts are more likely to scupper growth prospects in Asia than the US election or the triggering of Article 50, says Sharat Shroff of Matthews Asia.
