Emerging market opportunities should attract fixed income investors

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Despite having faced significant headwinds over the last six months, the outlook for emerging markets is positive, and particularly for investors in emerging market debt (EMD), says Gorky Urquieta, co-head of Neuberger Berman’s emerging markets debt team. “In the near term, our outlook for EMD is cautious – we believe the asset class has hit […]

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Growth in Asia and emerging markets increasingly independent from developed markets

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Boutique fund manager Metisq Capital says emerging markets are becoming increasingly interdependent; with Asian economies and broader global emerging markets set to become more reliant on each other than on developed markets to generate sustainable economic growth. Key economic and demographic trends have driven growth across emerging markets over the past decade and this has […]

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PIMCO’s emerging markets watch – August 2013

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“Is now the right time to buy?” This is the question that is – and should be – on the minds of investors after the sharp movements in the financial market began in May. Virtually no sector of the global fixed income market was immune, and emerging markets (EM) was no exception experiencing one of […]

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Emerging markets offer significant alpha opportunities for active managers

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Lonsec encourages investors to include specialist allocation within global equity portfolios Emerging markets (EM) equities have delivered strong returns over the long term, despite heightened volatility compared to developed markets, according to a report into the sector by investment research house, Lonsec Research (Lonsec). In its annual ‘Global Emerging Markets and Regional Equities Sector Review’, […]

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Portfolio allocation still a tough call for investors

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Rapidly changing market environment makes passive asset management a risky business – investors need to stay alert and actively manage their portfolios We’re more than half way through 2013 and after some early signs of a return to equity, it’s fairly clear that investors need to remain switched on and active with their investment allocation […]

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Strategists favour global equities over bonds and cash

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Russell Investments forecast generally positive trajectory for the global market; attractive valuations in Europe, Japan Emerging markets likely offer value for the medium term, despite uncertainty in China Despite the strong upward trend in global equity markets, equities should be favoured over bonds and cash, although equities are expected to outperform bonds by a smaller […]

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Emerging market equities continue to appeal

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In a Q&A released by Principal Global Investors, Mihail Dobrinov, Portfolio Manager and Head of Emerging Market Equities discusses the recent divergent results across developed markets and emerging markets and what he sees as the themes that will drive the asset class going forward. The piece provides commentary from Mr Dobrinov around: Recent outperformance of […]

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Investing in Emerging Markets

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With the global emerging markets landscape changing rapidly, disparities among investment returns are growing quickly as well – making the choice of the right market exposure more critical than ever, according to a new commentary released today by the BlackRock Investment Institute (BII). Andrew Swan, Head of Asian Fundamental Equities: “In regards to China equities, […]

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Morningstar wraps up Emerging Markets research

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Morningstar has released its Sector Wrap-Up for Asian equities and emerging markets equities funds, covering 18 strategies, nine in each asset class.  Key Findings We gave only one of the 18 Asian equities and emerging markets equities strategies we assessed the highest-possible Analyst Rating of Gold – Colonial First State Global Emerging Markets Select. We designated […]

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Lower structural risk in emerging markets

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Emerging market economies have traditionally experienced cyclical ups and downs but are now starting to show signs of becoming more structurally sound, creating new opportunities for investors, says Alan Dorsey, head of investment strategy and risk at Neuberger Berman.  “As we start 2013, it is becoming possible that the historical pattern for emerging markets is […]

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