Why Trump has helped EM equity managers
Donald Trump’s administration has presented more opportunities than problems for emerging market equity managers, argues GAM’s Tim Love.
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Donald Trump’s administration has presented more opportunities than problems for emerging market equity managers, argues GAM’s Tim Love.
Despite their dear price tag, the FA(A)NG stocks have had remarkable staying power, surviving a sell-off and reaching record share price highs. But has the relative safety of the tech giants come to an end?
Though it might be tempting to view today’s India as yesterday’s China, Rathbones’ head of asset allocation Ed Smith thinks the region’s growth prospects could be even greater based on five key indicators.
China was the best performing country last month for equity investors, while momentum beat other factors like quality, index provider MSCI has reported.
The global bond ETF industry garnered almost twice the amount of capital from investors in the second quarter of 2017 as it did the year prior, thanks to sustained demand for EM debt passive products.
China pulled out better than anticipated growth over the second quarter, leading analysts to speculate it could have greater momentum moving forward.
PGIM Investments, the asset management arm of US insurer Prudential Financial, has registered a range of Ucits funds for sale in five new markets.
Worldwide profits for traditional mutual fund groups fell by close to 3% in 2016, despite higher assets under management, according to a report by McKinsey.
While investors aren’t finding as many buying opportunities after the general election, they are eyeing up the FTSE 250 stocks.
Investors have said that president Trump’s decision to turn his back on the Paris Climate Agreement ignores the economic benefits that renewable energy brings.
Japan’s economy is beginning to show signs of life. Is this another false dawn, or a sign that prime minister Shinzo Abe’s reforms are working?
While Moody’s Investor Service’s decision to downgrade China for the first time since 1989 didn’t move markets massively, some investors fear that it could dredge up negative sentiment.