Ashmore optimistic despite AUM slide
Emerging markets specialist Ashmore has reported a $6.3bn fall in assets under management and 18% decline in net revenues.
Emerging Markets
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Franklin Templeton defends against rising populism
Franklin Templeton’s investment teams have adopted a defensive, “buckle-up” attitude to counter populist fervour in developed markets, but remain encouraged by the resilience and relative political stability of emerging markets.
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Bond euphoria swells but don’t discount autumn shock – BAML
While bonds have become the new stocks for many investors, ‘Taper Tantrum II’ remains a real threat for asset markets this autumn, warned Bank of America Merrill Lynch ahead of Fed chair Janet Yellen’s Jackson Hole speech today.
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PA ANALYSIS: Emerging market debt – From devil to darling
Emerging market bonds have undergone a remarkably quick transformation from one of the least loved asset classes to perhaps the most popular. This has been driven by the relative attractiveness of emerging market debt compared to developed market fixed income, but to what extent have the fundamentals of the asset class actually improved?
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Jupiter’s de Blonay eyeing opportunities in UK and EM financials
There are still opportunities to be found in United Kingdom financials according to Jupiter’s Guy de Blonay, and he favours insurance companies over the big UK banks in the current ‘lower for longer’ scenario.
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BlackRock goes overweight EM
BlackRock has joined the ongoing shift into emerging markets by upgrading the asset class to overweight in its asset allocation outlook.
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EM currencies set to strengthen – NN Investment Partners
Emerging market currencies are set to strengthen even further despite the significant appreciation from lows already seen this year, said NN Investment Partners.
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PA ANALYSIS: Emerging market equities: as compelling as it seems?
In August 2015, emerging market equities were in the midst of the most serious market correction since 2008. A year on, investors are more bullish than ever about the asset class. Is this radical change of mood justified?
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Monsoon season won’t wash away opportunity in India
India’s rise in recent years to become the world’s fastest-growing large economy means that the following may come as a surprise to investors who aren’t familiar with the country: the weather has a profound effect on India’s economy, in numerous ways.
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EM looks better on a relative risk basis now – NN IP
NN IP has increased its exposure to emerging markets from neutral to medium overweight due to growth, earnings momentum, risk profile and valuations data.
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BlackRock adds new strategic bond fund to fixed income arsenal
Blackrock has launched a strategic bond fund to satisfy investor demand for “macro liquid strategies” in an increasingly challenging time for the fixed income sector.
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Unilever’s sales surge held back by currency crosscurrents
Unilever announced a 4.7% lift in underlying sales in the first half of the year, the consumer goods giant said on Thursday.
