Old Mutual Global Investors’ global emerging markets fund has become more concentrated since it was taken in-house and handed to the firm’s new GEM team.

Old Mutual Global Investors’ global emerging markets fund has become more concentrated since it was taken in-house and handed to the firm’s new GEM team.
Convertible bonds, which combine features of bonds and equities, are coming back as interest rates rise, argues Christophe Machu, investment specialist on the multi-asset and convertibles team at M&G Investments.
Contingent convertible (coco) debt of European banks is mispriced relative to other bank debt and this presents an arbitrage opportunity, argues Marc Stacey, portfolio manager at Bluebay Asset Management.
EFG joins the consensus that basically expects a continuation of market conditions from 2017, and the firm maintains overweights on the US, Japan and EM equities.
Vietnam stands out among frontier markets because of economic growth, favourable stock valuations and abundant natural resources, argues Joshua Crabb, head of Asian equities at OMGI.
NNIP’s emerging markets debt strategy surprisingly covers a lot of EMs, even extending beyond with overweights in markets such as Mongolia and Ukraine, according to portfolio manager Leo Hu.
By moving back-office functions onto blockchain, Natixis expects to improve transparency and reduce the cost of its funds.
US-based Principal Global Investors intends to support Chinese asset management partner CCB in launching funds offshore, said PGI’s CEO Jim McCaughan.
Why have interest rates and inflation remained low for several years? Experts have varying explanations, but Jim McCaughan, CEO of Principal Global Investors, tells FSA he believes the hidden impact of technology on the global economy is behind the mystery in the economic data.
Bangko Sentral ng Pilipinas (BSP) has given Credit Suisse a green light to establish a representative office in the Philippines, according to Chuchi Fonacier, the central bank’s deputy governor for supervision and examination.
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