As emerging markets continue to splinter it is time to take an active position, says Wells Fargo’s Anthony Cragg. Right now his focus is on China, where he believes the greatest EM opportunities lie.
Author Archives: Cherry Reynard
Cherry is a freelance writer specialising in investment journalism and finance topics. She Tweets at: @creynard0654
The move to value
The most recent Merrill Lynch Fund Managers survey found that there had been a significant swing from growth to value. In April, a net 40% of managers believed value stocks would outperform growth stocks over the next 12 months, three times the level in March.
loim launches new asian consumer fund
Lombard Odier Investment Managers has launched a new fund focused on the Asia consumer, adding to its emerging consumer franchise .
City Financial unveils Asia macro fund plans
City Financial is to launch an Asian macro fund in the first quarter of 2014 to be managed by Geoffrey Barker in a joint venture with the group’s Hong Kong subsidiary.
Morningstar most-searched funds includes EM
Two emerging market funds appear in the list of the top ten funds most searched for by Morningstar.co.uk, as sentiment towards the sector shifts.
Fidelity offers quid pro quo deal for fund groups
Fidelity Worldwide Investment has unveiled details of a new fund partnership programme, Access, which will see it deliver a new range of services for its fund partners in return for the best terms.
Gem and global equity outflows hit Aberdeen aum
Assets under management at Aberdeen Asset Management dipped 3.8% in the third quarter of the year after the group saw outflows from its equity range, particularly its emerging market franchise.
Keeping tabs on fund managers just got easier
Is it possible to impose science on the very human art of fund management? It is tempting to believe the skill of the best fund managers cannot be quantified, or indeed replicated, but a new technology system aims to do just that.
JP Morgan continues fund rationalisation globally
JP Morgan Asset Management plans to rationalise its US and Asian fund ranges in 2014 in a similar exercise to that undertaken for its European range.
Emerging markets cheap or a value trap
In the recent BofA Merrill Lynch Fund Manager survey, a net 36% of the respondents said that global emerging markets are the most undervalued of all markets, the strongest reading since 2004.
