Emerging market equities set to gain from Brexit
Emerging market equities are now the most popular asset class with European investors. And demand for the asset class is set to accelerate for several reasons. Not the least of those is Brexit.
Emerging Markets
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MSCI tells China ‘No for now’
For the third time since 2013, the US index provider rejected the inclusion of China A-shares in its flagship emerging market indices, highlighting key unresolved issues.
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GSAM refuses to throw in towel on BRICs
BRICs are still a part of broader EM exposure, said Kathryn Koch, head of global portfolio solutions at Goldman Sachs Asset Management (GSAM).
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European equities in grip of a sell-off
Short-term fund flows are known for their capricious nature. And recent months have shown that rule still holds. While flows into European equity funds were close to record highs in autumn last year, they have since edged deeply into negative territory.
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Hardenberg breaks with Mobius legacy at Templeton in bid to improve performance
Carlos Hardenberg has been making radical changes to the portfolio of the £1.56bn (€2.04bn) Templeton Emerging Markets Investment Trust (TEMIT) since taking over its management from Mark Mobius in October last year, in an effort to end a string of severe underperformance.
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How compelling is Brazil’s fixed income story?
Amid the political turmoil, Brazil has done well for fixed income investors, but questions remain around further volatility.
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Investors flock to corporate bonds as markets recover
Corporate bond funds are strongly back in fashion after a long streak of outflows, as investor confidence inched up in March and the ECB announced the inclusion of corporate bonds in its QE programme. Emerging market debt even witnessed the biggest net monthly inflows in more than two years, according to Morningstar’s latest fund flows…
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Is now really the time to return to EM?
It has been the question probably most frequently asked by investors over the past few years: should I increase my allocation to emerging markets now? Each time, the eventual answer has been negative as short-lived rallies have failed to sustain themselves. Will this time be any different?
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Risky assets back in favour amid macro pessimism
An interesting paradox is becoming visible in Expert Investor’s investment sentiment data: while fund buyers’ appetite for risky assets is on the up, their macroeconomic outlook is going the other way.
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Russia’s isolation also brings opportunities
Russia is going through a period of structural change, providing opportunities for investors in non-energy related sectors. However, some of these opportunities seem so obvious they are chased by everyone.
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Emerging market debt – a reversal of fortunes
Investors are fleeing from emerging market debt, and optimism for any recovery in the near term is low, particularly for local currency government bonds.
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An emerging markets turning point or false dawn?
The recent modest recovery in oil and other commodities prices has prompted some early calls that a widely unloved asset class recently could be close to seeing better days.