Fund buyers plan to continue EM debt binge
Emerging market bonds have been on a strong run this year, and Europe’s investors think the rally isn’t over yet.
Emerging Markets
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Is 2017 really the year of the active manager?
Within the fund industry, 2017 was widely heralded as ‘a year for active managers’. This was underpinned by a strong belief markets would once again focus on fundamentals, after a number of years when central bank policy and geopolitical concerns were driving asset prices. More than half-way the year, Expert Investor looks at the performance…
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Indian bonds – a unique opportunity
India combines the G-20’s fastest GDP growth rate with inflation lower than in the UK. Local bonds are perfectly suited to profit from India’s economic awakening, argues Aberdeen AM’s David Lloyd-Nolan.
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The attraction of emerging markets
There are a number of long-term drivers for emerging markets. But short-term factors have put emerging markets in the sweet spot this year, says UBS AM’s Kevin Barker.
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How volatile are investors in their allocation opinions?
Every quarter, Expert Investor asks European fund buyers how they intend to change their allocations. Click through the slides below to see which asset classes investors change their views about most frequently.
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East Capital launches sustainable emerging markets fund
The emerging market equity specialist East Capital has launched its first ever global emerging markets fund. It’s also the company’s first fund that is explicitly named as ‘sustainable’.
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Emerging market bond inflows – just starting or topping off?
Has the run into emerging market bonds only just started, or have flows already reached saturation point? And what does that mean for the outlook for the asset class?
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Saudi Arabia closes in on emerging market status as royals reshuffle
Saudi Arabia has taken a big step towards being classified as an emerging market after the MSCI added the Gulf state to its watchlist for potential upgrade on Tuesday, with the Saudi royal family making an unprecedented succession change a day later.
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China A-share inclusion a small first step
Largely within expectations, the MSCI will add Chinese A-shares to its emerging markets indices starting in May next year – a symbolic rather than impactful move in the short run.
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The enduring legacy of Franklin Templeton’s Mark Mobius
Mark Mobius, AKA Mr Emerging Markets, will be stepping back from day-to-day management of several high-profile funds at Franklin Templeton. He tells us where he would like to retire, if it ever comes to that.
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Investors keep pouring money into EM debt
Emerging market debt was the best-selling asset class with European investors for the fourth consecutive month in April, according to Morningstar fund flows.
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Where are the opportunities in emerging market debt?
Guillermo Osses, head of emerging market debt at Man GLG, reveals where he see the best return opportunities. But he also issues a warning.