As part of a new initiative, FSA is talking to market participants about key trends that shape fund selection. This week, Ernest Yeung, portfolio manager for emerging markets discovery equity strategy at T Rowe Price, discusses the relationship between ESG and value investing.
The fund manager identifies key reasons why investors should look at the current value rally as more than just a blip.
Investors need to understand how to combine the many ways to approach value investing and the various qualities of growth-oriented companies, according to a Franklin Templeton webinar.
Not only do current levels of valuation dispersion suggest that value has plenty of upside – it can also offer protection in frothy markets, according to Schroders.
Despite general bullishness on the economy for the second half of 2021 and beyond, investors need to focus on corporate earnings, according to T. Rowe Price.
FSA examines the returns of equity funds to see if value investing is catching up with growth, as many in the industry believe.
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.
EM value investors tend to give corporate governance a deep dive, unlike smart-beta value ETFs, argues Robert Secker, investment director for emerging market equities at M&G.
A long record of poor performance may be over for EM equities, but the view is still contrarian, said Robert Secker, investment specialist on the M&G global emerging markets team.
“The number of small-cap companies are increasing. Some local brokerages are bringing in new initial public offers in Korea. New companies are definitely coming up in Hong Kong and China, and India has so many small-caps,” Csellak told Fund Selector Asia. That creates potentially more undiscovered gems for small cap investors willing to do the […]
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