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“What we’re seeing this year, is an acceleration of the short-term growth rate, leading to stronger earnings growth. Of all asset classes emerging market equities have had the strongest earnings upgrades in Q1,” explains Barker.
“Another attraction is the starting valuations. Emerging markets are cheaper than any other asset class. EM is in a sweet spot.”
Arcus Zensen is managed by Arcus co-founder Mark Pearson
The fund is the first actively-managed, short-term money market fund regulated ETF in Europe
Invest Europe says backbone for the changes are due to the evolution of the private equity sector
Report also highlighted concerns over US tariffs on the consumer discretionary sector
Active equity and fixed income funds saw positive inflows for the month
Cristina Pérez Liz joins Octopus from Kennedy Wilson
