Asset managers reduced their cash holdings for the second consecutive month, according to the State Street Global Markets Risk Appetite Index.
Tag: Emerging Markets
Asset managers upbeat on emerging markets debt
SSGA, Janus Henderson and GAM say the asset class should benefit from the Fed cutting rates.
MIGO’s Greenwood: EM scepticism creates compelling valuation anomaly
Fund manager discusses emerging market opportunities in India, Vietnam, and Georgia
Why EM central banks could diverge from Fed
As part of a new initiative, FSA is talking to market participants about key trends that shape fund selection. This week, Chris Kushlis at T Rowe Price, discusses the impact of monetary policy in emerging markets.
Global lens offers improved emerging market returns
Eastspring Investments says investors with exposure to Asian equities should also look globally for diversified emerging markets returns over the longer term.
BlackRock hunts alpha in emerging markets
Despite historical underperformance relative to developed markets, BlackRock believes emerging markets are positioned to provide diverse and real alpha.
HSBC AM bets on Asian catch-up game
Both equities and fixed income in Asia are expected to be more attractive in the second half of the year.
Manulife IM bets on emerging market multi-assets
Rising interest rates and a weakening US dollar will benefit emerging market assets, especially in Asia, Manulife said.
abrdn plots cautious path for portfolios
With recession looming across major economies, abrdn believes investors should heed calls for caution when making their allocations.
Pimco positions for new income sources
The US asset manager sees the recent sell-off as a good opportunity to generate income by adding back some credit and interest rate exposure in more resilient parts of the yield curve.
