The potential for rapid growth, once seen as a unique selling point of emerging markets, is now a characteristic of the burgeoning frontier sector, writes Thomas Watts, investment analyst at City Asset Management.
Tag: Emerging Markets
Capital Group ACI
In a sponsored viewpoint, Capital Group investment specialist Andy Budden says to consider emerging market multi-asset strategies for more opportunities and greater diversification.
US and EM valuation split
A large valuation gap between emerging markets and the US is mainly sentiment-driven, creating opportunities to selectively pick next-cycle winners, said Joshua Crabb, head of Asian equities at Old Mutual Global Investors, who was plucked from BlackRock in September.
ESG and fund performance
Nordea Investment Management screens investments for environmental, social and governance practices to help determine the new generation of `emerging stars’.
Real reforms rolling out in EM
Serious reforms in key emerging markets are ramping up and going largely unnoticed, according to Mike Sell, head of Asian investments at Alquity Investment Management.
The R word
Fund selectors and wealth management professionals attending FSA’s Fund Selector Forum last week in Hong Kong overwhelmingly said regulation is the biggest challenge facing their business.
BlackRock sees sweeping changes
Emerging markets will have sharply different characteristics in the next ten years than they had in the last, and investment strategies will be reshaped in the context of “divergence”, according to Jeff Shen, BlackRock’s head of emerging markets.
PIMCO appoints EM Asia portfolio head
PIMCO has appointed Luke Spajic, an executive vice president and portfolio manager, to lead the firm’s emerging markets Asia portfolio management.
Is it time to revisit EM allocations
Despite a poor September, emerging markets seem to once more be back on investors’ radar.
Nordea emerging market manager likes India
Fund Selector Asia talks to Jorry Rask Nøddekær, lead portfolio manager of Nordea 1 Emerging Stars Equity Fund about his investment views and strategies on emerging market equities.