Morgan Stanley’s Oldenburg: Saudi Arabia offers bright prospects for EM investors
The head of emerging markets equity discusses why the overlooked region is in a sweet spot
Saudi Arabia
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Franklin Templeton launches two Saudi Arabia funds
Providing exposure to one of the world’s most ‘strategic markets’ for investors seeking high growth
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Generation next with Fiera Capital’s Bortot: There’s a new breed of investment professional
Portfolio manager Mathieu Bortot on his path to a career in investment and the importance of learning to trust your own convictions
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Macro matters: Oil change
The Middle East has surged ahead with its diversification away from oil exports and is investing heavily in a long-term, more sustainable economy, which is making it all the more attractive to foreign investors
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PA Fund Manager Profile: Polar Capital’s Jorry Nøddekær on emerging market opportunities beyond China
The manager discusses why deglobalisation and the dwindling dominance of China will help spread opportunity and growth to other EM economies
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BlackRock’s Emily Fletcher: The (EM) roads less travelled
While most emerging markets funds are now largely fixated on China and India, Emily Fletcher and the BlackRock Frontiers team aim to dig out ‘nuggets of growth’ in complex yet fast-growing countries
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Saudi Arabia added to the MSCI EM index
Saudi Arabia has been upgraded by index provider MSCI to its emerging market index, alongside Argentina, which has re-entered the index after being dropped in 2009.
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FCA irks investors with looser listing rules
The Investment Association has called for major indices to bypass companies in a new premium listing category for sovereign-controlled companies, despite the Financial Conduct Authority (FCA) offering concessions to the industry on the back of accusations it was pandering to Saudi Arabia as it prepared to list its state-owned oil company.
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Saudi Arabia emerging market upgrade creates opportunities
Saudi Arabia’s promotion from frontier to emerging market in FTSE Russell indices is an opportunity for short-term investors to take profits, while longer-term investors can take the announcement as confirmation the market is moving in the right direction.
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Oil spikes after OPEC strikes first deal in 8 years
The price of Brent crude oil surged above $50 per barrel as rumours swirled that OPEC members had finally reached an agreement, which was later confirmed.
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Oil could drop below $20 a barrel in next six months – Artemis
Oil prices could below $20 a barrel in the next six months, says Artemis’ Cormac Weldon, and even the climb back up may not be worth investment.
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PA ANALYSIS: BP profits battered, should oil investors expect more pain?
The sharp fall in BP’s profit was expected, but should investors be expecting more of the same going forward?