The strategy aims to capture emerging market yields and `new economy’ growth at a time when yield is hard to find, according to HSBC Private Bank’s Fan Cheuk Wan, head of investment strategy in Asia.
Tag: Emerging Markets
The Asia component is what’s attractive about EM, says 7IM
The US dollar and oil prices make emerging Asia the preferred investment region, according to senior portfolio manager Peter Sleep at wealth manager Seven Investment Management.
Investors piled into EM for wrong reasons – Hermes’ Greenberg
Investors have jumped into emerging markets for the wrong reasons, according to Hermes Investment Management’s Gary Greenberg, and with the strong possibility of a Federal Reserve rate hike, he predicts it is only a matter of time until they realise they have had their dessert before the main meal.
Asia bear still growling
Even though a growing group of asset management firms are warming to emerging markets, Gary Reynolds, CIO at UK-based wealth and asset management firm Courtiers, remains bearish on the region and believes the US is the most attractive opportunity.
EM equities see rapid rise in retail flows
Flows into emerging market funds over the last three months show a big increase, with the notable exception of China-only investments, according to retail investment platform Rplan.
The EMpire strikes back?
The outlook for emerging markets is becoming more stable as falls in currency, oil and other commodity prices – added to a soft landing for China – continue to ease, argues Tai Hui, chief market strategist Asia at JP Morgan Asset Management.
Robeco: Time for low volatility strategies
Volatile markets characterise 2016, and investors are warming to investment strategies that reduce risks, according to Tom Naaijkens, client portfolio manager for quant equities at Robeco.
LO believes EM equities set for multi-year bull run
Brexit-fuelled uncertainty has highlighted the growth potential of emerging markets equities and could signal the start of a multi-year bull run, said Didier Rabattu, head of global equities at Lombard Odier Investment Managers.
HEAD-TO-HEAD: Aberdeen vs Schroders
Fund Selector Asia compares two emerging market equity funds, the Aberdeen Global Emerging Markets Equity Fund and the Schroder ISF Emerging Markets Fund.
Video interview: M&G’s Secker on Ems and the V word
Secker likes valuations in emerging markets, which are underpinned by improving fundamentals. It suggests the shunned asset class is well worth considering.
