Old Mutual Global Investors has lured John Peta away from Threadneedle and he will head emerging market debt.
Tag: Emerging Markets
Volatility is coming to EMs
Emerging market assets will likely face rising volatility and capital outflows as the US Federal Reserve begins tightening interest rates, according to JP Morgan Asset Management.
EM fracturing opens door for active managers
As emerging markets continue to splinter it is time to take an active position, says Wells Fargo’s Anthony Cragg. Right now his focus is on China, where he believes the greatest EM opportunities lie.
Get EM exposure through Europe
The price is not right for direct exposure to emerging markets stocks, according to David Herro, chief investment officer for international equities at Harris Associates.
Indian market delivers
India has been many wealth managers’ tip for 2015; so far so good but are rate cuts really the way forward?
Support remains for EM bonds
Jim Leaviss, head of retail fixed interest at M&G Investments, comments on emerging market corporate bond opportunities and developed market default rates.
The separate paths of emerging markets
Emerging markets are really diverging markets, writes the BlackRock Investment Institute in its 2015 Investment Outlook Report, and prudent investors will have to exercise very active risk management and live with longer holding periods.
Manulife hires two
Manulife Asset Management has hired Kathryn Langridge and Philip Ehrmann to run its new global emerging markets equity portfolio management team.
Kaan Nazli EM comment
With energy prices sharply weaker and non-agricultural commodities generally under challenge, Kaan Nazli, Neuberger Berman’s senior economist for emerging markets debt, examines the outlook for the developing marketplace.
Buying bad EM stories
The emerging markets story about billions of people growing wealthier and adopting Western consumption patterns has sent valuations soaring, and it’s better to buy bad companies that can improve, argues Robert Secker, investment specialist at M&G Investments.