You would expect an emerging market CIO to big-up emerging markets but the contrarian point JP Morgan AM’s Richard Titherington makes is a good one – buy before EMs become obvious “because the obvious thing is almost always wrong”.
New hire joins after near on four years at Deutsche Bank Securities
Apparently, wealth managers are turning their attention back to emerging markets - are they mad?
Swiss & Global sees value in EM debt
Any position in broad emerging markets based on valuation is to a large extent a view on Chinese financials and Russian energy stocks, according to Schroders’ Johanna Kyrklund.
A combination of improving headline macro-economic numbers, the rising expectation of a market friendly election result, plus ongoing uncertainty within the emerging market peer group, is drawing India back onto the global radar.
Firm expands UCITS offering
Mark Barnett says uncertainty over the strength of economic growth in emerging markets, particularly China, is not supportive for global growth.
New hire joins after four years heading HSBC's EM research
We are a nation obsessed with bargains whether its retailers tempting us with Easter sales, or investors looking for the next great discounted opportunity but now more than ever is a time to look out for value traps.
Political uncertainty and currency volatility have increased sell offs, leaving emerging market equities at attractive valuations for investors with a long time horizon.
A rising demand for minerals and oil has boosted the sub-Saharan economy by more than triple its size.
