Will EMs tumble as rates rise?
Emerging markets are less likely to see a ‘taper tantrum’-like sell off as rates rise, says GSAM’s Shoqat Bunglawala, but not everyone agrees.
Emerging markets are less likely to see a ‘taper tantrum’-like sell off as rates rise, says GSAM’s Shoqat Bunglawala, but not everyone agrees.
Fund managers remain bullish on Japan’s corporate earnings growth as stagnant inflation seems highly unlikely to spur its central bank into unwinding quantitative easing for at least another two years.
A Trumped-up US economy, taper tantrum and a dollar bull market do not have to be insurmountable headwinds for emerging market equities, according to Goldman Sachs Asset Management’s Luke Barrs.
Risk assets remain attractive as central banks shift policy and investor sentiment based on market fundamentals starts to return, said Neill Nuttall, co-chief investment officer of the global portfolio solutions group at Goldman Sachs Asset Management.
AXA Investment Managers has hired Jérôme Brochard and Hector Chan from Goldman Sachs as part of Pierre-Emmanuel Juillard’s new liquid absolute return team, named AXA IM Chorus.
BRICs can still be a part of investors’ broader emerging markets exposure, according to Kathryn Koch, head of global portfolio solutions at Goldman Sachs Asset Management.
Far be it for me to criticise Goldman Sachs, but a $20 per barrel oil price? Really..? I asked commodities expert Michael Hulme what he thinks.
Goldman Sachs Asset Management has launched the Goldman Sachs Global Absolute Return Portfolio managed by Neill Nuttall and other members of the multi-asset investing team.
Goldman Sachs Asset Management has launched the Global Equity Long Short Portfolio managed by the Goldman Sachs Investment Strategies portfolio management team.
Multi-asset and global emerging markets remain growing areas of interest to advisers, new research by Square Mile Research and Consulting revealed on Wednesday.
With US valuations higher than they have been for many years and the QE-fuelled run in European assets, investors are once more turning to emerging markets, putting the BRIC economies back under the spotlight.
The fund aims to give clients exposure to streams of income free of market direction, taking account of interest rates, currencies and emerging market debt