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Opportunities and risks in EM bonds

Published by : M&G Investments

Claudia Calich discusses how headwinds from the developed world have increased (politics, monetary policy), with particular uncertainties around President Donald Trump’s policies and views on global trade.

Published: 17 February 2017

Business Area: Emerging Markets

Type: Portable Document Format (.pdf)

Rating: 1 people found this useful

Gemologist – India the last real emerging market

Published by : Hermes Investment Management

India continues to juxtapose the medieval with the hypermodern. Under the progressive influence of Prime Minister Narendra Modi, promising structural reforms are being introduced that should enable this emerging market to blossom.

Published: 31 January 2017

Business Area: Emerging Markets

Type: Other

It’s the Year of the Rooster, but is there much to crow about?

Published by : Hermes Investment Management

With Chinese New Year now upon us, Gary Greenberg, Head of Emerging Markets at Hermes Investment Management, gives his views on China, and what lies ahead in the Year of the Rooster.

Published: 30 January 2017

Business Area: Investments

Type: Other

Ones to watch? The outlook for emerging market equities

Published by : Sarasin & Partners

Although short-term political noise is likely to lead to some volatility for emerging market equities, the underlying longer-term fundamentals look encouraging. Fund Manager Mark Julio explores whether a shifting geopolitical landscape and an economic rebalancing is likely to drive further growth.

Published: 16 January 2017

Business Area: Managed funds

Type: Portable Document Format (.pdf)

Emerging market equities in 2017: Long-term opportunities but risks remain

Published by : Henderson Global Investors

Glen Finegan, Head of Emerging Market Equities, continues to believe that a long term, risk-aware approach that focuses on the fundamental trends within a business is more important than trying to predict fluctuations in the wider economy.

Published: 13 January 2017

Business Area: Emerging Markets

Type: Portable Document Format (.pdf)

Reactions from the investment floor - Irina Miklavchich, Emerging Markets

Published by : Columbia Threadneedle Investments

As the news of the US election result sinks in, our investment experts react to the result and comment on the likely impact on asset classes. Hear what Irina Miklavchich, from Emerging Markets, has to say.

Published: 21 November 2016

Business Area: Emerging Markets

Type: Audio/Video (.mp3, mp4, mpg)

#PresidentTrump - what now for Markets?

Published by : GAM

GAM investment managers comment on their sectors of expertise following the outcome of the US elections.

Published: 10 November 2016

Business Area: Emerging Markets

Type: Other

Rating: 1 people found this useful

Will emerging markets continue to recuperate?

Published by : Henderson Global Investors

Paul O’Connor, Head of Multi-Asset, analyses the drivers that have propelled the current rally in emerging markets

Published: 06 November 2016

Business Area: Emerging Markets

Type: Other

Rating: 1 people found this useful

Underappreciated opportunities still abound in EM

Published by : Jupiter

One of the enduring features of emerging markets is the pace and the magnitude of the change taking place within them. And change can create opportunities for profit. What hasn’t changed is the type, quantity and quality of the long-term opportunities Ross Teverson sees up for grabs for stock

Published: 04 November 2016

Business Area: Emerging Markets

Type: Other

India – the fundamental investment case

Published by : Jupiter

Avinash Vazirani, manager of the Jupiter India Fund, shares his views on India and current developments.

Published: 20 October 2016

Business Area: Emerging Markets

Type: Other

Rating: 1 people found this useful