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.
Tag: Emerging Markets
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.
Rethinking frontier markets
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.
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.
