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.
Emerging Markets
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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.
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SLI expands EM debt suite
Standard Life Investments has broadened its suite of emerging market debt products with the launch of an unconstrained fund.
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Nine ways to play global EM growth
Once the ‘go to’ route to growth markets, some GEM funds are no longer, while a new generation of managers are betting on a resurgence in the asset class, according to Meera Hearnden, senior investment manager at Parmenion Investment Management.
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EM divergence continues to topple BRIC strategy
With US valuations higher than they have been for many years and the QE-fuelled run in European assets, investors are once more turning to emerging markets, putting the BRIC economies back under the spotlight.
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China GDP statement provides little reassurance
Chinas statement that its economy is growing in line with expectations at 7% has provided little reassurance over its growth prospects.
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Hermes issues warning on Russia
Hermes Investment Management has warned investors that the Russian markets resemble the military ceasefire with its neighbour Ukraine in that ‘being calm today does not preclude mayhem tomorrow’.
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LGIM bulks up EM fixed income team
Legal & General Investment Management has made a double hire to its dedicated emerging markets fixed income team headed by Uday Patnaik.
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Dont overlook EM dividends
Roughly 90% of companies represented in the MSCI Emerging Markets Index pay dividends, according to a research note by Capital Group.
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Indian market delivers
India has been many wealth managers’ tip for 2015; so far so good but are rate cuts really the way forward?