Eastspring is also buying China stocks on cheap valuations.
Tag: Emerging Markets
The FSA Spy market buzz – 4 October 2024
Schroders is hiring, Federated Hermes warns on PE exits, Fidelity thinks China is cheap, Pictet likes, gold and emerging markets, S&P 500 dividend woes, October’s volatility and much more.
Jupiter buys investment boutique
Meanwhile, Nick Payne, Jupiter’s lead investment manager for global emerging market equities, will be leaving the business at the end of this year.
Robeco’s Wim-Hein Pals: Valuations in India are “outrageous”
The lead manager of Robeco’s $1.1bn Emering Markets Equity strategy shares his views on India, China and broader emerging markets with FSA.
Putnam Investments: EM outlook bright regardless of US election outcome
As investors weigh the implications of the US election on emerging markets, Putnam Investment’s Brian Freiwald is bullish regardless of the outcome.
Lazard AM makes the case for emerging markets
Lazard Asset Management’s third-quarter outlook makes the case for both emerging market equities and debt.
St. James’s Place updates asset allocations amid ‘soft landing’ base case
The wealth manager’s confidence in global high yield and global EM equities has lowered.
JPMAM: EMs are too big to ignore
In a falling interest rate environment, investors neglect ignore the attractions of emerging markets at their peril, according to JPMAM strategists.
BlackRock is overweight select emerging markets
The asset manager’s investment institute prefers Mexico and India, but remains cautious on China.
Amundi: add duration, but not at any cost
Investors should use real yields as a guide for allocating into fixed income as central banks diverge on rate cuts.
