EM dividend yields should command income investor attention – WisdomTree
The deep discount on which EM dividend stocks trade versus bonds are a compelling reason to relook at the sector, said WisdomTree’s Viktor Nossek.
Emerging Markets
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PA Expert Insight: Is Asia now a proxy for emerging market investing?
The commodity driver for much of the past decade’s emerging market growth continues to stall. Does this mean the door is opening quicker for those emerging markets that are commodity importers? And is the emerging market story, therefore, all about Asia?
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Encouraging emerging markets comeback still in its infancy
Emerging markets equities have outperformed the developed world by around four percentage points since mid-February.
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PA ANALYSIS: Is now really the time to return to EM?
It has been the question probably most frequently asked by investors over the past few years: should I increase my allocation to emerging markets now? Often the answer has been negative as short-lived rallies have failed to sustain themselves. Will this time be any different?
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Head to Head: Fidelity Emerging Markets Fund & the Somerset Emerging Markets Dividend Growth Fund
In this week’s head to head we asked Chris Rush, senior investment analyst at IBOSS, to compare the Fidelity Emerging Markets Fund & the Somerset Emerging Markets Dividend Growth Fund.
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EM corporate debt a key risk, says SSGA
Slowing EM economies and local currency devaluations are raising the risk of holding corporate debt, particularly China issuance.
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SHAM: A postcard from Panama
Apologies for SHAM’s lack of correspondence of late, blame the terrible state of the Panamanian postal service.
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Franklin Templeton targeting MENA opportunities
Oil price concerns and a weak economic outlook in the Middle East and North Africa are factored into the region’s equity valuations now, according to Franklin Templeton Investments.
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‘Unprecedented’ global aging to drive investment, says PGIM
The record rise in the world’s elderly population will increase investment opportunities in real estate, healthcare and technology, according to a new survey published by PGIM, the global investment management businesses of Prudential Financial.
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Emerging market debt – a reversal of fortunes
Investors are fleeing from emerging market debt, and optimism for any recovery in the near term is low, particularly for local currency government bonds.
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PA ANALYSIS: An emerging markets turning point or false dawn?
The recent modest recovery in oil and other commodities prices has prompted some early calls that a widely unloved asset class recently could be close to seeing better days.
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PA Expert Insight: Where next for emerging markets?
At our recent PA Emerging Markets event, wealth managers told us they are incredibly positive on the developing world while the specialist fund managers were less so – we asked them why.