As protesters continue to take to the streets in many countries across the globe, one risk that is not being priced in is inequality, according to Gustavo Medeiros, a fixed income portfolio manager at emerging markets specialist Ashmore Group.
As protesters continue to take to the streets in many countries across the globe, one risk that is not being priced in is inequality, according to Gustavo Medeiros, a fixed income portfolio manager at emerging markets specialist Ashmore Group.
The prospects of select emerging markets, especially in Europe and Asia, rank high relative to other asset classes, says Michael Kruger, investment analyst at Morningstar Investment Management South Africa.
The Border to Coast Pensions Partnership, one of the largest public sector pension pools in the UK, has appointed Pimco as the core manager for its multi asset credit fund expected to be launched in early 2021.
London-based wealth manager St James’s Place has appointed Somerset Capital, the emerging markets fund house co-founded by arch-Brexiteer and leader of the House of Commons Jacob Rees-Mogg, to manage SJP’s global emerging markets fund.
China has been the dominant theme in emerging markets for 20 years. Now, along with India, it is breaking away from the BRICs group – just as India is diverging from China. Fiona Rintoul reports.
Many factors affect the emerging markets, including the 2020 US presidential election. Alex Rolandi canvasses opinion about bonds and equities.
Emerging markets have underlying strengths and each country is developing in ways that investors are possibly unaware of. Our panel of specialists discusses risks and capital allocation, from Latin America to Asia.
In 2019, global money poured into assets perceived to be safe, from US Treasuries to gold. Much of the flight towards quality trades has been driven by the escalating trade war between the US and China, writes Romil Patel.
Our line-up of experts looks at how the Asian asset management industry is faring compared to its global counterparts in terms of diversity, technology and the market risks that make managing a portfolio challenging right now. Chaired by Romil Patel in Hong Kong.
With the largest deal in China’s asset management industry done and dusted, Mackenzie Investments CEO Barry McInerney thinks investors should consider separate allocations to Chinese equities. Nick Fitzpatrick reports.
