Any contrarian investor will tell you that when things are going south there are opportunities to be had.
Tag: Emerging Markets
Emerging markets again on manager radars
Fund managers are exploring various investment strategies in both equities and fixed income space to boost return and insulate portfolio from market volatility amid rising interest rate and moderate economic growth scenario.
Managers buyers clash over emerging market outlook
Reviewing the data analysis using the delegate research from Septembers PA Congress throws up some interesting divergences on the view of the world depending whether you are an equity fund buyer or a fund manager.
Cycle comes full circle
Resolution of the US fiscal cliff and declining levels of fear in relation to the eurozone sovereign debt crisis, have prompted speculation that 2013 could bring a ‘great rotation’ from bonds into equities.
Japan kept at arms length
Fund selectors plan to increase their European, US and emerging market equity allocations but remain largely unmoved on Japanese stocks despite a strong upturn in fund manager sentiment on this asset class according to research by Expert Investor Europe in the first quarter of 2013.
