The lead manager of Robeco’s $1.1bn Emering Markets Equity strategy shares his views on India, China and broader emerging markets with FSA.
Author Archives: Abraham Darwyne
Five equity income funds outperforming year-to-date
FSA looks at five income-focused global equity funds that are outperforming year-to-date.
Apac investors plan to add Asian fixed income exposure: State Street
Asia Pacific investors are optimistic on the economic prospects in their home region, according to a State Street survey.
TT International expands its emerging markets debt team
Two portfolio managers and a senior analyst from BNPP AM have jumped ship to join their former boss Jean-Charles Sambor at TT International.
Putnam Investments: EM outlook bright regardless of US election outcome
As investors weigh the implications of the US election on emerging markets, Putnam Investment’s Brian Freiwald is bullish regardless of the outcome.
BNY Investments launches fallen angel fund in Hong Kong
The fund manager believes a wave of downgrades is looming as economic conditions weaken, creating an ideal time for a fallen angel strategy.
Are index funds a reliable investment strategy?
Index providers are in the business of selling indices, not investment strategies – but trillions of dollars are invested in funds tracking them.
Why Federated Hermes is overweight frontier market debt
The emerging asset class is “credit at its best” according to Mohammed Elmi, emerging market debt senior portfolio manager at Federated Hermes.
GMO: Japanese small caps now in crosshairs of TSE
Japanese small cap stocks stand to disproportionately benefit from corporate governance reforms which have been a tailwind for large caps, according to fund managers at GMO.
Vanguard: Investors should “temper expectations” on AI
The world’s second largest asset manager Vanguard warns that AI is unlikely to save equities from an economic downturn.
