Tim Gordon departs Skagen
Skagen Funds’ head of UK wholesale Tim Gordon, who helped front the Norwegian asset manager’s entry into the UK retail space, has left the firm.
Emerging Markets
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Emerging market corporate bonds – between a rock and a hard place
Debt-to-GDP ratios in emerging market countries have been rising at alarming rates this year, according to the latest data from the Institute of International Finance (IIF). China, Saudi-Arabia and Turkey have seen the most rapid debt build-up.
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PA Expert Insight: Trump-led US not all bad for EM
The prospect of a more protectionist US and the continued strength of the dollar has seen emerging markets sell off in the wake of Donald Trump’s election to the White House. But, there remain telling reasons why investors should not write them off in 2017.
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Nine EM funds to consider for 2016
Investors in emerging markets are taking a view that the gap in GDP per capita can be closed by above-average growth in these economies and, consequently their equities markets, argues Caspar Rock, CIO at Architas.
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PA ANALYSIS: Argentina’s new dawn?
It has taken some time, but it appears that the Argentine electorate may finally be tiring of socialism.
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Aberdeen to announce job cuts
Aberdeen Asset Management will announce job cuts at the end of the month, but these will not include front-end investment staff, according to weekend newspaper reports.
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India: “Reforms will eventually kick in”
With Indian Prime Minister Modi arriving in the UK today following a recent electoral setback in Bihar, the question for investors is how quickly can he push through much trumpeted reforms.
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City Financial’s Harris predicts ‘extreme stimulus’ in China
Extreme stimulus measures are likely to be deployed in China to contain the country’s credit issues, says Mark Harris, head of multi-asset at City Financial.
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UBS Wealth makes senior emerging markets appointment
UBS Wealth Management has appointed Lucas Wilson as vice chairman of its global emerging markets team in London.
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Standard Chartered rights issue plan sends shares into freefall
Emerging markets focused bank Standard Chartered has announced plans to raise £3.3bn from its shareholders through a rights issue.
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Kames Capital launches emerging market bond fund
Kames Capital is launching The Kames Emerging Market Bond Fund that will invest primarily in investment grade debt of EM sovereigns and corporates, mainly in hard currency.
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Kames shifts EM positioning
Kames has moved its portfolios from underweight to a neutral weighting in emerging markets equities and bonds, after distressed valuations presented a buying opportunity.
