The best emerging market funds are those which have stuck to the four countries first promoted as the Bric nations by Goldman Sachs 18 years ago.
Category: Asset Class in Focus
Barings: Long-term, stick with US equities
Investors should also bring down expectations of double-digit market returns over the next 10 years, according to Khiem Do, head of Greater China investments for global markets at Barings.
Merian turns risk on to EM bonds
US interest rates on hold, a stabilised dollar and more synchronised global growth rates support emerging market debt prices, argues Merian fixed income director Huw Davies.
Despite EM risks, DWS upbeat on valuations
The emerging market index was double-digit negative in 2018, but DWS’s APAC chief investment officer says valuations in EM equities have rarely been cheaper.
How to find alpha in China equities?
Chinese companies undergoing business strategy changes may provide ‘phenomenal’ investment opportunities, according to Caroline Maurer, head of Greater China equities at BNP Paribas Asset Management.
Brazil outshines broader Lat Am funds
Managers of Latin American equity funds have several country options, but just sticking with Brazil would have boosted returns.
Noah: China’s HNW need to diversify offshore
The New York-listed Chinese wealth manager has also partnered with six family offices in Australia and expects to add staff in Singapore.
Small caps and volatile US equities
There are sound reasons to see increasing US equity risk, but Thorsten Becker, a JO Hambro senior fund manager, argues smaller companies are different.
NB stresses downside protection for euro HY bond funds
Understanding credit risk is the key to managing a high yield euro bond fund, according to Neuberger Berman’s Vivek Bommi.
ASI seeks income through basket of alts
A collection of “unorthodox asset classes” could be one way to squeeze out a sustainable income stream, argues Aberdeen Standard Investments.
