Being selective with Chinese shares
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.
Emerging Markets
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Confidence in the consumer opens door to GDP growth – Mobius
Picking up consumer-orientated companies is the best way for investors to capitalise on emerging market GDP growth, says Franklin Templeton Investments’ Mark Mobius.
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BNY Mellon brings GEM fund to UCITS range
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.
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Eliminating commission conflicts a key driver of growth – Arbuthnott
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.
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Head-to-head: Nordea Emerging Stars Equity vs. Hermes Global Emerging Markets
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.
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PA Analysis: Jupiters star hire bodes well for EM alignment
Jupiter Asset Management CEO, Martin Slenderbroek recently compared the firm to the oil services industry.
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Sacrifice carry ahead of taper tantrum – black rock
Fixed income investors in emerging markets should sacrifice positive carry to prepare for an impending taper tantrum, according to BlackRock’s Sergio Trigo Paz.
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Jupiter nabs newton’s pidcock
Jason Pidcock has resigned from Newton Investment Management and is to join Jupiter to build up its Asian Income fund capability later this year.
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Man glg hires ex carmignac pair for em strategy
Man GLG has recruited Simon Pickard and Edward Cole from Carmignac Gestion to spearhead its new Unconstrained Emerging Equity strategy.
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Pa analysis: em dawn can’t come too soon for likes of aberdeen, ashmore
All manner of clichés are dedicated to boosting the confidence of the contrarian, which is understandable given how difficult the role is – especially when you have to report quarterly on fund flows and performance.
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Aberdeen holds the em line despite £11.3bn in outflows
Despite a tricky first half of 2015, Aberdeen CEO, Martin Gilbert said on Tuesday it was more important than ever to avoid style drift.
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Benchmark freedom and EM investing
If the manager is freed from the benchmark, emerging markets offer many opportunities from a stock-picker’s perspective, particularly if headlines are negative, according to Ross Teverson, head of strategy for global emerging markets at Jupiter Asset Management.
