Emerging Markets
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February, 2018
Growth priority
Aninda Mitra, Senior Sovereign Analyst, Standish. China’s economy is unique in being both enormous, and rapidly and relentlessly growing. Like a jumbo jet with fighter plane performance, the Chinese economy can have a massive impact for good or ill far beyond the country’s borders. Standish’s senior sovereign analyst, Aninda Mitra, considers the ...
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February, 2018
The dangers of index investing in global emerging market equities
Glen Finegan, Head of Global Emerging Market Equities, Janus Henderson Investors. Glen Finegan of Janus Henderson Investors argues the case for active investment in emerging markets There is an increasing trend for investors to allocate to emerging market equities using an index-based approach. We believe that this overlooks a number of key drawbacks ...
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February, 2018
Sustainability an essential ingredient for emerging markets investing
Fabiana Fedeli, Global Head of Fundamental Equities, Robeco. Masja Zandbergen, Head of ESG Integration, Robeco. Fabiana Fedeli and Masja Zandbergen of Robeco discuss why it is important to integrate ESG data into country and stock analysis when considering investments in emerging markets Sustainability and emerging markets may seem like a ...
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February, 2018
The ballooning middle class
Sanjay Luthra, CFA, Associate Portfolio Manager, Global Equity, AGF Investments Inc. Sanjay Luthra of AGF Investments looks at the significant investment opportunities provided by a growing middle class and rapid technological developments in the Asia Pacific region Emerging markets are growing at twice the rate of developed markets, and the primary ...
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February, 2018
Diamonds in the rough
Jorry Noddekaer, Lead Portfolio Manager, Emerging Stars Equity Strategy, Nordea Asset Management. Jorry Noddekaer of Nordea Asset Management outlines his expectations for a sector that has performed well in recent times After a very strong performance during 2017, investors are curious as to what 2018 will bring for global emerging market (GEM) ...
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February, 2018
The challenge develops in emerging markets
Matthew Craig, LAPF Investments. Matthew Craig examines the evolution of emerging markets, and looks at how LGPS funds are adapting to the challenges As far as Local Government Pension Scheme (LGPS) and other long-term, institutional investors are concerned, the emerging markets are a fertile and important part of the investing universe. This has ...
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February, 2017
Emerging markets
Matthew Craig, LAPF Investments. Matthew Craig looks at the opportunities for long-term investors presented by emerging markets and discusses various approaches for local government pension funds Emerging markets represent a fascinating opportunity set for long-term investors, such as local government pension funds, and others. They offer a different ...
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February, 2017
Emerging markets – is the rebound sustainable?
Peter Saacke, Portfolio Manager, Artemis. Raheel Altaf, Portfolio Manager, Artemis. Peter Saacke and Raheel Altaf, managers of the Artemis Global Emerging Markets strategy, discuss the outlook for emerging market equities and where they see opportunities arising 2016 was a good year for emerging market equities. The five preceding years were not. ...
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February, 2017
Foundations of the future
John Malloy, Co-Head of Emerging and Frontier Markets, RWC Partners. John Malloy of RWC Partners looks at the opportunities for investing in infrastructure projects around the world, taking GDP per capita as one criterion for investment The election of US President Trump has focused much attention on his plan for significant infrastructure investments ...
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February, 2017
Emerging markets investing – putting sustainability front and centre
David Sheasby, Head of Governance & Sustainability, Martin Currie. Kim Catechis, Head of Global Emerging Markets, Martin Currie. David Sheasby and Kim Catechis of Martin Currie identify the ESG factors that should be assessed when considering investment in emerging markets ESG (environmental, social and governance), and the kindred concept of ...
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