There are reasons to bet on emerging market equities despite poor performance last year.
Tag: Emerging Markets
Blackrock’s Swan bets on India, Indonesia
Asian markets that fell the most during the first half will do the best in 2019, argues Blackrock’s Andrew Swan.
Mutual Fund Top Trumps – EM corporate bonds
This week FSA presents a quick comparison of two emerging market corporate bond funds: the Investec Emerging Markets Corporate Debt Fund and the Pictet Emerging Corporate Bonds Fund.
Survey: Asset managers see global recession ahead
A sentiment survey of global asset managers shows that a majority believe a global recession is `somewhat likely’ in the next 18 months, according to a report from Fitch Ratings.
Mobius: US-China trade conflict to get ‘nasty’
Eternal EM optimist Mark Mobius sees a worsening of the US-China trade war in the short-term and downward pressure on the RMB.
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.
