Eternal EM optimist Mark Mobius sees a worsening of the US-China trade war in the short-term and downward pressure on the RMB.
Tag: Emerging Markets
Has EM high yield become vulnerable?
Rising interest rates have made it harder for companies to find sources of funding, according to Alaa Bushehri, London-based portfolio manager for emerging market fixed income at BNP Paribas Asset Management.
How Milltrust selects its managers
Flagship funds do not really express a fund manager’s investment conviction, argues Simon Hopkins, Singapore-based CEO at Milltrust International.
J Safra Sarasin sticks with US equities
The bank believes US company earnings will continue to grow despite the record length of the S&P’s bull run, according to Jan Amrit Poser, the bank’s chief strategist and head of sustainability.
Dollar strength hits EM positions, says UBS Wealth
The strengthening US dollar has resulted in tactical changes to client portfolios, according to Mark Haefele, Zurich-based group managing director and global chief investment officer.
BNPP AM sets up Asia-based fixed income team
BNP Paribas Asset Management has made several hires in Hong Kong and Singapore and plans to hire more people in mainland China, according to Bryan Carter, London-based head of emerging market fixed income.
Mark Mobius, ESG activist
In his new fund, Mark Mobius plans to use his considerable clout to work directly with companies in emerging markets on improving their governance practices.
Video: Investec on factor investing
You have to understand what you own, said Investec’s Mark Breedon, explaining what separates his firm’s factor approach from smart beta.
A themed approach to unlocking EM value in 2018
Among the opportunities in emerging markets this year, theme investing, as well as China deserve a closer look, according to Rob Marshall-Lee, investment leader in the emerging and Asian equity team at BNY Mellon-owned boutique Newton Investment Management.
Report: Mark Mobius to launch his own EM fund
The emerging markets optimist is reportedly starting his own fund management firm and has also joined the investment committee of Mumbai-based venture capital firm Equanimity Investments, according to local media reports in India.