How 2017 rewarded the brave
Those investors who took a risk on approach in 2017 have been well rewarded, with the traditionally more volatile sectors and regions topping the performance return tables over the year.
Emerging Markets
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Back into bonds?
Bonds have been an unloved asset class of late as investors’ mad scramble for yield has pushed the cost to unpalatable highs and they sought safety in cash, but does an impeding equity market correction mean that is set to change?
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Are FAANGs giving way to emerging tech?
EM tech companies have outperformed the famed FAANG stocks (Facebook, Apple, Amazon, Netflix, Google) this year. But do EM tech companies offer better opportunities on the long term as well?
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It’s not always upbeat in EMs, says Mark Mobius
Known as an eternal emerging markets optimist, Mark Mobius, chairman of Templeton Emerging Markets Group, nonetheless told FSA about times when he is wary, and recalled an investment mistake.
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Emerging debt inflow run loses pace
The record run of flows into emerging market debt is continuing, but is losing pace as investors are taking profits against a backdrop of rising US rates and some geopolitical issues.
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Fund buyers back 2017’s best asset class
The best performing asset class of the past year will continue to shine in 2018. That’s the fund buyer consensus.
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Brace for sub-zero returns
Most asset classes will provide investors with negative real returns going forward, according to US asset manager GMO. There’s just one exception to this rule.
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Investors flock to EM debt in yield-starved world
With most global fixed income markets priced for perfection, investors are flocking to the one yield hold-out left: emerging market debt. But are investors really being compensated for the risk?
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Investors switch from US high-yield to emerging markets
It has been a consensus trade for yield hunters this year: buying emerging market debt. A net €54bn has already flown into the asset class this year. This contrasts with recent outflows from high-yield bond funds.
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How can you make money in bonds? We ask Adrian Owens, investment director at GAM
We asked Adrian Owens, investment director, fixed income and currencies, GAM, how is it possible to add value in bonds?
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Franklin Templeton launches “first ever” EM equity multi-factor ETF
Franklin Templeton Investments has launched the Franklin LibertyQ Emerging Markets UCITS ETF, the first ever emerging markets UCITS smart beta ETF in Europe to incorporate four different factors, according to US asset manager.
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Watch the risks to the EM rally
Led by China, emerging market stocks have been on a relentless rally this year, outperforming all other equity markets. What are the risks to this remarkable recovery?