Spanish equities to reap Latam recovery
Investors should set aside Catalonia fears and focus on Spanish corporates’ exposure to rebounding economies in Brazil and Argentina, says expert.
Investment
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EM fund tops tech sector after Facebook privacy blunder
After news of Facebook’s privacy blunder broke last month, all European-domiciled technology focused funds have seen returns fall although two which focus on emerging market tech firms have bucked the trend, according to FE Analytics.
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Active bond fund flows take hit in Feb
Active bonds suffered €7bn in outflows along with active commodities and convertibles, hitting Europe’s asset management industry for the month of February.
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Barings sees EM financials blossoming
Banks and insurance companies are best positioned to benefit from the growth of emerging market economies and demographic changes, argues William Palmer, co-head of emerging and frontier market equities team at Barings.
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Blackrock launches global small cap ETF
BlackRock has launched a new ETF to help investors diversify their global equity allocation.
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Chinese bonds add diversification to global index
The inclusion of Chinese bonds in the Bloomberg Barclays Aggregate Index is an incremental step in China opening up its economy that has been welcomed by investors, but their introduction to popular emerging market indices could be more disruptive.
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Aberdeen Standard Investments launches European property fund
Aberdeen Standard Investments (ASI) has launched a European Residential Property Fund, designed to focus on the low supply and high demand for rented residential property across Europe.
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Selectors prefer growth GEM funds but value performs better
European fund selectors expressed a preference towards growth emerging market funds over value during the last six months. However, Europe’s top performing funds allocated a greater weighting towards value stocks during the period.
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Spectre of left looms over Latam funds
Latin American equity funds have posted solid returns over the last three years on the back of re-bounding commodity prices and Brazil’s return to growth. But elections in three of the region’s largest economies this year could have a significant impact on their prospects.
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NN Investment Partners launches emerging markets debt fund
Netherlands-based asset manager NN Investment Partners has launched a short duration emerging markets debt fund.
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Columbia Threadneedle launches global credit fund
Columbia Threadneedle Investments has launched a global absolute return credit strategy to mirror its existing Threadneedle Credit Opportunities Fund.
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Reforms add shine to Indian equity funds
Government policies have boosted appeal of Indian equities and huge country’s interdependence from global trade risks make it attractive long-term bet, according to Blackrock.