FTSE and US shine in tough month for Latam
The FTSE 100 and North American funds were the stand-out market performers in May, but Latin American funds struggled as a confluence of factors hit Brazil’s economy hard.
Latin America
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Venezuelan debt excluded in new JP Morgan ESG indices
Controversial Venezuelan debt has been excluded from a new JP Morgan fixed income index for emerging market issuers with strong environmental, social, and governance (ESG) practices.
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Spectre of left looms over Latam funds
Latin America’s three largest economies face elections in 2018 with leftist candidates keeping markets on tenterhooks, but fund managers remain optimistic on the region regardless of outcomes at the ballot box.
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Are regional emerging market funds making a comeback?
Emerging market equities is one of the few asset classes where investors are still seeing value, but as the asset class makes a comeback investors have different takes on whether to allocate to regional funds or leave geographical allocation to portfolio managers.
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Newman gets co-manager on underperforming IP Latin American Fund
Invesco Perpetual has promoted Nicholas Mason to co-manager of its Latin American Fund, alongside Dean Newman.
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EM dividends are here to stay – JP Morgan AM
If investors want proof that the emerging markets rally has taken root, they should look no further than the sector’s dividend sustainability potential, according to JP Morgan Asset Management’s Omar Negyal.
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Encouraging emerging markets comeback still in its infancy
Emerging markets equities have outperformed the developed world by around four percentage points since mid-February.
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SHAM: A postcard from Panama
Apologies for SHAM’s lack of correspondence of late, blame the terrible state of the Panamanian postal service.
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Growing HNWI interest leads Old Mutual Int’l sales to triple
Old Mutual International (OMI) saw net sales triple in the first half of 2015, while its volume of business from high net worth customers grew across all regions.
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AllianzGI launches EMD fund
The fund will combine top-down country analysis with bottom-up credit research to construct portfolios in Latin America, Asia and central and Eastern Europe
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Alquity launches sustainable Future World Fund
Alquity Investment Management has launched its Future World Fund, with the aim of using its four existing regional products to access growth potential in emerging and frontier markets across Africa, Asia, Latin America, and the Indian Subcontinent.
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Germanys seventh heaven mirrored in equities
Ive been trying to resist mentioning Germanys humbling of Brazil in the World Cup on Tuesday, but investors might like to know that the German DAX has outperformed Brazilian equities by sevenfold in the past five years.