Emerging markets deserve a place in global bond portfolios, with alpha delivered through individual selection, according to Ninety One’s Alan Siow.
Tag: Emerging Markets
Allianz GI’s Gupta: India momentum investors are throwing in the towel
India’s equity market sell off is a “godsend” opportunity for GARP investors, according to Allianz GI’s India equity head Anand Gupta.
AllianceBernstein: Investors risk under-exposure to EM equities
The performance track record of emerging markets (EM) stocks over two decades highlights the need to stay allocated and ride inevitable market volatility, said EM equities specialist Sammy Suzuki.
Top Trumps: Emerging Markets equities – 20 March 2025
This week FSA provides a quick comparison of two emerging market equity funds: M&G Global Emerging Markets fund and the GQG Partners Emerging Markets fund.
State Street: Recessions odds have increased
The asset manager has been dialling down its high yield exposure on rising recession risks.
Deutsche Private Bank hires Alain Bernasconi as COO emerging markets
Bernasconi joins the German private bank from UBS Singapore.
The FSA Spy market buzz – 7 March 2025
Investing by your religious conviction; Contrarians at Fidelity are looking at cars; Matthews Asia sees a Chinese catalyst; S&P Global’s SPIVA scorecards; Ninety One on emerging markets; Jefferson and much more.
Into 2025: Managers say how to navigate a volatile new year
Lauren Hardy gauges the lie of the land across the investment universe as we embark on a new year.
