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.
Tag: Emerging Market Equities
Aberdeen Standard: SRI is not ESG
While ESG has become an inherent part of risk management, SRI (socially responsible investment) products are, by comparison, designed to meet the demand of specific investors, Aberdeen Standard’s William Scholes told FSA.
Investors take profit from hot emerging market funds
Emerging market equity and bond funds ended their longest inflow streaks since 2013 during the second week of August as investors took some of their year-to-date gains off the table.
At GSAM, EM optimism runs high
A commodity price recovery and a resilient India should help sustain a rally in EM equities, according to Goldman Sachs Asset Management’s chief investment officer of emerging markets equity, Prashant Khemka.
J Safra Sarasin: EM equities to outperform
Despite a strong US dollar and rising interest rates, emerging markets will be the best performing equity market by year-end, according to Jan Amrit Poser, Bank J Safra Sarasin’s Zurich-based chief strategist and head of sustainability.
Investec puts EM equities on hold
John Stopford, manager of Investec Global Multi Asset Income Fund, said the portfolio has turned more pro-growth but has zero exposure to emerging market equities.
Principal senses EM earnings surprise
Principal Global Investors portfolio manager Mihail Dobrinov said he has added exposure in cyclical stocks such as commodities and warmed to EM financials since the beginning of the year.
LO IM shrugs off EM equities concerns
Emerging market equities are attractive despite China risk and a possible US rate hike this year, argues Lombard Odier Investment Managers client portfolio manager, Pascal Menges.
Barings adds EM equities, trims UK
The firm’s multi-asset group is upping exposure to emerging Asia equities at the expense of their UK counterparts.
The one key reason to invest in EM equities
A long record of poor performance may be over for EM equities, but the view is still contrarian, said Robert Secker, investment specialist on the M&G global emerging markets team.
