PA ANALYSIS: Why it pays to be selective in EMD
While more fuss will be made of the eighth anniversary of the fall of Lehman Brothers, it is also worth remembering next year will mark 20 years since the preceding Asian financial crisis.
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Emerging markets
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Global equities and bonds increasingly seen as overvalued, CFA survey reveals
Growing uncertainty in developed markets and a flight to safe haven assets post-Brexit have skewed valuations, according to an increasing number of industry professionals polled by the CFA Society of the UK.
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PA ANALYSIS: Managers under pressure as SJP gets tough on Asian and GEM mandates
First State Stewart and Aberdeen have long been the big names to trust in Asian and emerging market investing but wealth managers have a valid case for replacing them in portfolios.
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EM sentiment may fizzle: BNP Paribas
Select Asian markets are showing encouraging signs, but the likely strengthening of the US dollar is a strong headwind.
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How compelling is Brazil’s fixed income story?
Amid the political turmoil, Brazil has done well for fixed income investors, but questions remain around further volatility.
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AXA IM hires new head of EM fixed income
AXA Investment Managers has appointed Michael Ganske as head of emerging markets fixed income, based in London.
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Avoiding arrogance and macroeconomic beartraps – European Wealth
Having surpassed £1bn in assets under management less than five years into its existence, European Wealth’s fearlessness in deviating from its peers is paying off.
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UBP strengthens EM franchise with RBC hire
Union Bancaire Privée has further strengthened its presence in the UK with the appointment of Mathieu Nègre as head of emerging market equities.
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OMGI hires EM debt head
Old Mutual Global Investors is to bring management of its OM Local Currency Emerging Market Debt Fund in-house following the appointment of a head of EM debt.
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Henderson launches two credit funds
Henderson Global Investors has launched two credit funds to meet what it sees as the growing demand for sophisticated fixed income products.
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PA ANALYSIS: A new approach to emerging markets?
A number of fund houses are looking to new EM strategies as returns become harder to come by.