a delicate balancing act
Jai Jacob, head of Lazards multi-strategy team, explains the balance between value and growth, equities and fixed income, credit and debt when it comes to emerging market investing.
Emerging Markets
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fixed income or equity exposure for ems
There is widespread agreement that longer-term investors should have some exposure to emerging markets but the question remains when, how and why they should invest in fixed income and/or equities.
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Pioneer continues EM research hires
Pioneer has recruited five research analysts for its newly-established emerging markets desk in London.
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harling trades em desk at nomura for investec
Investec AM has recruited Victoria Harling from Nomura to work on its emerging market debt strategies.
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gam launches first in house gem fund
The GAM Star Emerging Equity Fund is the company’s first long-only global emerging market equity fund to be run in-house.
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EM exposure should be global not regional
Didier Saint-Georges works for a company that invests across 50 different stock markets so is well placed to explain why an allocation to emerging markets needs to be global rather than regional.
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are these the new faces of EM investing
Here are the photos from the Emerging Market event we hosted last week at the Mayfair Hotel in London, where delegates discussed various equity and debt, local and hard currency, opportunities throughout the emerging markets with a number of specialist fund managers.
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investors up risk move into EM bonds and eq
According to the latest stats from EPFR Global, investors are increasing the level of risk in their portfolios with greater allocations to emerging markets – bonds and equities – as well as high yield bond funds.
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more than half ems are investment grade
How should investors get exposure to emerging markets given their improved fundamentals and an expanding investment universe? Amanda La Marca gives the EM debt side of the argument…
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london listing for new ishares em etfs
A local currency government bond is one of two new ETFs that iShares has listed on the London Stock Exchange this morning.
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top alternatives to aberdeen in gem
The news Aberdeen had soft closed its Emerging Markets Fund will have been met by some with dismay. But theres no point mourning an option no longer open to you, so where should you invest EM capital instead?
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more than a bed of roses for amorous em investors
Investors want to overweight emerging markets more than any other region when it comes to their asset allocation choices, but where are the oportunities and are there enough securities to go round?
