Beware of single-style funds
Fund selectors should be wary picking a manager who runs a fund with a specific style, warns Ian Heslop, head of global equities at Old Mutual Global Investors.
Investment
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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.
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Trump incompetence plays to US equities strength
US equity markets reached another record high this week, seemingly undeterred by the glaring incompetence of the Trump administration. But perhaps markets have a good reason for remaining so upbeat.
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Pakistan returns to MSCI emerging markets index with a bump
With more of a shudder than a surge, Pakistan formally returned to the MSCI emerging markets index on Wednesday after nine years as a frontier market, a day after foreign investors sold up in the biggest net outflow since July 2013.
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ANALYSIS: Has Abenomics saved Japan’s ‘lost generation’?
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?
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OMGI converts strat bond fund to absolute return
Old Mutual Global Investors is to convert the Dublin-domiciled version of its Global Strategic Bond Fund into an absolute return vehicle, while planning to escape the risk of “crowding” associated with funds in the sector.
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Finding under-appreciated change in emerging markets
Ross Teverson explains why Jupiter AM’s investment philosophy in emerging markets is all centred on finding companies that bring about long-term positive change.
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VARP – a wonderful way of playing the EM theme
VARP is the latest hot EM acronym. GAM’s Tim Love explains why the combination of Vietnam, Argentina, Romania and Pakistan is such a compelling investment case right now.
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Trump – from asset to liability for US equities?
When Donald Trump had just been elected to the US presidency, investors believed this would power US equities to new highs, while emerging market assets were expected to suffer. Four months into his presidency, expectations have changed radically.
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Oil prices slump but experts see rise to $60 before year end
Oil prices could rise in the months ahead and the price fall seen in the wake of OPEC’s Vienna meeting may be a buying opportunity, experts have said.
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Investors buy into low-vol success story
Low-volatility funds have been in great demand over the past few years, with investors continuing to pour in money while pulling out of other equity funds, according to a Morningstar study. Considering the long-term performance of low-vol strategies, that is hardly a surprise.
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China’s credit downgrade could ‘reawaken risk’
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.