China’s inclusion in the MSCI emerging market indices is a matter of when, not if, and the resulting capital inflows will have substantial impact on Hong Kong’s market, said Helen Zhu, Blackrock’s head of China equities.
Turkey and Russia pose the biggest threats to long-term emerging market returns, according to Pictet Asset Management’s Luca Paolini.
Parmenion has further decreased its allocation to the US, as recent dollar strength and high valuations outweigh solid economic fundamentals.
Bank of America Merrill Lynch has warned that bond markets are ‘starting to crack’ following the largest weekly outflows from the asset class in 18 months.
Wasatch Partner’s Roger Edgley, manager of the St James’s Place Emerging Markets Equity Fund, picks apart the reasons behind the Shanghai Stock Connect index’s rapid rise.
Picking up consumer-orientated companies is the best way for investors to capitalise on emerging market GDP growth, says Franklin Templeton Investments’ Mark Mobius.
BNY Mellon is to merge Newton Global Emerging Markets Fund into its UK-domiciled UCITS range, thus opening up the strategy to local wealth managers.
Eliminating all potential conflicts of interest has been the lynchpin of why Arbuthnott Latham has grown as much as it has in the past ten years, says StJohn Gardner, head of investment management.
This week’s head-to-head battle moves to the global emerging markets arena, where the Nordea 1 Emerging Stars Equity Fund and the Hermes Global Emerging Markets Fund square off.
Jupiter Asset Management CEO, Martin Slenderbroek recently compared the firm to the oil services industry.
Fixed income investors in emerging markets should sacrifice positive carry to prepare for an impending taper tantrum, according to BlackRock’s Sergio Trigo Paz.
Jason Pidcock has resigned from Newton Investment Management and is to join Jupiter to build up its Asian Income fund capability later this year.
