The macro drivers for EM equities are largely unaffected and the firm maintains its overweight.
Tag: Emerging Market
Water fund aims to flow with world demand
It’s not only essential for life, but also for expansion of industries and economies, according to Simon Gottelier, senior investment manager at Pictet Asset Management.
EM corporate debt a key risk, says SSGA
Slowing EM economies and local currency devaluations are raising the risk of holding corporate debt, particularly China issuance.
Emerging markets price-to-book near all time low
Portfolio managers see a compelling case for investment in emerging markets because listed companies are trading at a steep discount to those in developed markets.
Emerging markets continue to capture investors
Emerging market bonds and equities continued to enjoy steady net inflows in May, reinforcing a strong trend of renewed investor enthusiasm for emerging markets.
Why tracking EMs is like nailing jelly to a wall
As emerging markets continue to struggle, so has investors’ patience been tested, but what can a conscientious asset allocator really do about it?
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.
