With Mark Mobius stepping back from the helm of Templeton Emerging Markets after 26 years, you can’t help but feel that his conviction in the ‘Big Cs’ – commodities and consumers – has of late dented his standing.
China is so dominant that when A-shares are eventually included in the MSCI Emerging Markets Index, the result could be a spate of very similar passive products.
The majority of global pension funds have been increasing their equity allocation in the past six months. However, many would prefer to decrease it if they could just find yield somewhere else, because they expect a serious market correction.
Exactly half of the thirty-odd fund selectors attending the event said they have a preference for small caps within the emerging markets space. Only in Norway, there are more fans: six in 10 fund selectors there prefer small over large in EM. Over the past year, EM small cap managers have gradually found a more…
According to the group’s ETP Landscape publication, emerging market equity products saw $2.9bn in inflows during the month, as momentum for EM funds, particularly those with exposure to China and India picked up. As reasons for the growth in momentum, Blackrock cited the cautious tone of the Federal Reserve in March and April, hope for…
US equity and global equity funds were 2014’s best-sellers globally, according to Morningstar’s Global Flows Report 2014. Total global net inflows into US equity large cap blend funds topped the list.
No asset class or geography particularly stands out in fixed income, but Asia is “the least bad place to be,” said Garry Hawker, a partner with Mercer in Singapore.
Despite rising market volatility, Catalan fund selectors remain bullish on emerging markets.
In the previous edition of this series we discussed the accuracy of fund manager predictions for US stock market returns. Today were having a look at emerging market equities.
The centuries of conflict between Sweden and Russia still reflect in the Swedish fund selector mind set.
Fund selectors in The Netherlands prefer value over growth stocks not only in developed markets, but even in the emerging market equity space.
Emerging markets enthusiasm was sky high in Munich when our researcher visited fund selectors in the Bavarian capital last week.
