IMA opens new global emerging markets bond sector
Emerging markets had a tough 2013 but the long-term opportunities still exist in both equities and fixed income, with the IMA reflecting the latter and introducing a GEM bond sector.
Emerging Markets
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avoid traditional income Lazard Ryan
As a global equity income manager, Pat Ryan explains why he is avoiding the traditional large-cap, defensive stocks you would expect to form the foundation of an equity income product.
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Party still going strong
Its the day after our office Christmas party, and my inbox is bulging like Santas sack with heaps of commentators views on the next investment crackers, and those assets as appetising as yesterdays plate of cold sprouts (image included!).
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South Korea seoul less no more
South Korea has changed tremendously over the past decade, and its future is looking bright, writes Dan Tubbs, head of global emerging markets at Mirabaud.
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How Gam manager Linsey is playing strained EMs
The performance of emerging markets has suffered in recent years, however, many of the key issues are not new or unusual, wries Matt Linsey, manager of the GAM Star North of South EM Equity Fund.
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Riddell hands EM Bond to Calich
M&G Investments has appointed Claudia Calich as manager of the Emerging Markets Bond fund with immediate effect, taking over from Mike Riddell.
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Equities overvalued as Korea steals China crown
Investors have upped their allocation to both equities and bonds in spite of a majority belief that equities are overvalued, a view not held since March 2004.
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China reform hints at role for markets
For all the talk of a global information age, obtaining clear facts about Chinese state policy is akin to using Google on a stone stele from the Tang dynasty.
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emerging markets no single group
What most investors understand when we talk about 'emerging markets' is actually a group of countries with such different economic and market drivers and with hugely different dependencies on the rest of the world, that we need to stop refering to them as a single investment concept.
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EM managers need to hunt harder for gems
The old export-led emerging markets story is dead, but the new age of global competitiveness is not yet born, according to Gary Greenberg, lead manager of the Hermes Global Emerging Markets Fund.
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global best emerging markets
Emerging market equities have been suffering from investorss’ sell-off mindset for several months but where to next? Stay put or look elsewhere?
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BlackRock Emerging markets Europe energy stiocks
BlackRock’s Sam Vecht is looking to out of favour energy giant Gazprom to power his £111.1m Emerging Europe trust.