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.
Tag: Emerging Markets
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.
T Rowe Price: EM value overdue for catch-up
Emerging market value stocks are overdue for a catch-up with the two-year-old rally in emerging market growth equities, argues T Rowe Price’s Ernest Yeung.
It’s not always upbeat in EMs, says Mark Mobius
Known as an eternal emerging markets optimist, Mark Mobius, chairman of Templeton Emerging Markets Group, nonetheless told FSA about times when he is wary, and recalled an investment mistake.
Lat Am, local debt, high yield
Latin American bonds can be an attractive source of yield in the low interest rate environment, but hedges should be in place to protect against any spike in inflation, argues Guillermo Felices, senior market strategist at BNP Paribas Asset Management.
Bullish T Rowe overweights Japan equities
For the first time in a decade, T Rowe Price’s global equity strategy has an overweight versus the benchmark to Japan equities. Laurence Taylor, portfolio specialist, explains why.
