PA ANALYSIS: China creating big trouble for emerging markets
The issue of the value of China’s currency versus other major currencies, particularly the US dollar, has been rumbling on for many years now.
Emerging Markets
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Aberdeen shares slump on outflows
Shares in Aberdeen Asset Management fell 6.6% in early trade after reporting a 7% drop in assets under management and £9.9bn in net outflows in the quarter to end June 2015.
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Confusion drives consensus in EMs and commodities
The second half of 2015 promises to be very different from the first, says Mark Harris, head of multi-asset at City Financial, which is some welcome good news for unloved emerging markets and commodities.
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PA ANALYSIS: Mobius move a sign of the growth and value gap
With Mark Mobius stepping back from the helm of Templeton Emerging Markets after 26 years, you can’t help but feel that his conviction in the ‘Big Cs’ – commodities and consumers – has of late dented his standing.
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Ashmore argues there is ‘chronic over-estimation’ of EM risk
There is chronic over-estimation of emerging markets risk among investors relative to economic growth levels, according to head of research at EM specialist Ashmore, Jan Dehn.
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Mark Mobius relinquishes command of TEMIT
Mark Mobius is stepping away from the helm of the Templeton Emerging Markets Investment Trust after more than 26 years.
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Seven IM adds EM fund to ‘smart passive’ value range
Seven Investment Management has bolstered its fund range with the addition of an emerging markets vehicle.
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Ashmore’s assets plummet by $2.2bn
Ashmore Group has seen its assets under management fall by $2.2bn in the three months to the end of June.
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Liontrust rolls out EM-focused long/short fund for Cadell
Liontrust has unveiled its emerging markets-focused long/short GF Global Strategy Equity Fund, a first strategy for the recently hired ex F&C equities team led by Patrick Cadell.
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PIMCO targets global equity markets with four-strong fund suite
PIMCO has expanded its global equity offering, teaming up with investment solutions provider Research Affiliates on the launch of a four-strong fund suite.
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EM alpha won’t come from broad macro decisions – MFS
Ten to 15 years ago, investors had the view that the best way to invest in emerging markets was to do so as though they were all one homogenous unit. That is no longer the case argues Ward Brown, MFS portfolio manager.
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High-yieldophobia: EM credit cynics not living in real world
Investors dreading emerging market corporates being hit by a US interest rate rise are not living in the real world, according Ashmore Investment Management’s Jan Dehn.