Former Mobius duo resurfaces at sustainable boutique to build EM strategy
Greg Konieczny and Kunal Desai previously worked at Mark Mobius’s eponymous investment boutique
Emerging Markets
-
-
Andrew Swan: ‘Don’t invest in Asia simply because it has higher rates of economic growth’
Video: Man GLG head of Asia ex-Japan equities explains real driver of equity returns in Asia is corporate profitability
-
Emerging markets and ESG on a collision course as universe expands
Number of European-domiciled ESG EM strategies has shot up 90% since 2017
-
Negative exclusion or positive change for ESG in emerging markets?
In the third video of our three part Sustainable Stories series we take a closer look at the JPM Emerging Markets Sustainable Equity Fund and how the team define sustainability as part of their internal research framework. Lawrence Gosling, Editorial Director at Bonhill, and Amit Mehta, Portfolio Manager of the new fund, discuss the fund’s…
-
Martin Gilbert-backed Alquity unveils first global impact fund
Last month Aberdeen AM founder financially supported the emerging markets boutique
-
Darius McDermott: Can we trust the recovery in emerging markets?
EM has concentration and valuation issues but growth opportunities exist with the right manager
-
Barings to transform £84m investment trust as sector fades into irrelevancy
Blackrock Emerging Europe was wound up two years ago on shareholder vote
-
Fundsmith trust board frustrated as share price lags Covid outperformance in NAV
Michael O’Brien has been freshening up the portfolio since taking over in May 2019
-
Polar emerging market team boosts ESG credentials with Newton hire
Naomi Waistell spent 10 years at Newton in the emerging market and Asian equities team
-
Fundsmith EM trust adds two names on coronavirus share price falls
Feet discount neared 20% last month but NAV significantly outperformed
-
Coronavirus, social discontent and trade tensions: seven female managers on where EM stands
Emerging market specialists talk dealing with heightened volatility for International Women’s Day
-
Lazard launches low volatility EM fund for the active space
Susanne Willumsen is one of the named managers on the multi-factor fund
Other titles in the PA universe
