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.
Emerging Markets
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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.
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emerging market summer sell off set to continue
There is room for a further sell-off of emerging market currencies, because countries with large external imbalances, such as Turkey, India, Brazil, South Africa and Indonesia remain vulnerable to rising US yields.
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mandg recruits emd Invesco
M&G Investments has hired former Invesco emerging markets debt expert Claudia Calich to its retail fixed income team, reporting to Jim Leaviss, head of retail fixed interest.
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emerging markets cheap or a value trap
In the recent BofA Merrill Lynch Fund Manager survey, a net 36% of the respondents said that global emerging markets are the most undervalued of all markets, the strongest reading since 2004.
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emerging europe asian crisis of late 90s
The noise traders remain obsessed with tapering with their spokespeople queuing up this week to say that the Fed had lost credibility, which is market speak for the Fed not acting in the way I had positioned my book.
