Emerging Markets
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August, 2022
Three reasons for allocating to emerging market equities
Roger Merz, Head of mtx Portfolio Management, Senior Portfolio Manager, Vontobel Asset Management. Anthony Corrigan, Client Portfolio Manager, Vontobel Asset Management. Roger Merz and Anthony Corrigan of Vontobel Asset Management spell out their reasons for believing that emerging market equities are on the road to recovery Emerging market (EM) ...
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August, 2022
The tangible benefits of ESG for Emerging Markets investors
Stephen Hearle, Co-Head of Institutional & Wholesale Distribution, Nordea Asset Management UK. Stephen Hearle of Nordea Asset Management UK considers the benefits of a well-executed ESG approach as a risk-reduction tool, exemplified by a case study of the effects on the market of Russia’s invasion of Ukraine ESG and sustainable investing have become ...
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August, 2022
The opportunities in emerging markets
Pádraig Floyd, LAPF Investments. Pádraig Floyd surveys the attractions of different emerging markets and discusses their current investment potential with senior professionals in the field An old Chinese curse wishes the recipient may live in “interesting times”. While that is perhaps as euphemistically vague as the notion of “negative ...
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February, 2019
Moving forward from index allocation approaches in EM debt
Matthew Murphy, CFA, CAIA, Institutional Portfolio Manager, Global Income Group, Eaton Vance. Matthew Murphy of Eaton Vance argues that the diversity and range of available investments in the emerging markets regions provide opportunities that should not be overlooked by investors Given the potential offered by the asset class, local authority pension ...
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February, 2019
Value investing in emerging markets: lessons from history
Daniel Nicholas, Client Portfolio Manager, Harris Associates. Daniel Nicholas, Client Portfolio Manager at Harris Associates, looks back to the volatility in Asian markets during the 1990s and draws six key conclusions for investing in emerging markets Emerging markets are a lot less emerging than they used to be. A more integrated global economy ...
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February, 2019
Investing in Asia through private equity
Brian Lim, Partner and Head of Asia and Emerging Markets, Pantheon. Brian Lim from Pantheon surveys today’s asia markets, identifying areas and asset classes that could offer attractively-valued investment opportunities Asia is today a mainstream investment market. In 20171, it represented 40% of the global listed equities market cap, and in the ...
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February, 2019
Moral hazard in emerging markets: papering over the cracks
Francesc Balcells, Portfolio Manager, Emerging Markets, PIMCO. Brian Holmes, Portfolio Manager, Emerging Markets, PIMCO. Francesc Balcells and Brian Holmes of PIMCO consider the growing amount of non-IMF funding available to emerging markets and point out the potential risks and consequences From bank bailouts to the "Fed put" (the idea that the ...
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February, 2019
The catalysts set to drive frontier markets
Oliver Bell, Portfolio Manager, Frontier Markets Equity Strategy, T. Rowe Price. Paul Gallagher, Business Development, UK and Ireland, T. Rowe Price. Elections, MSCI reclassifications and political change poised to make an impact. Oliver Bell and Paul Gallagher of T. Rowe Price delve into the issues While frontier markets experienced a challenging ...
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February, 2019
Is now the time for emerging markets?
Matthew Craig, LAPF Investments. Matthew Craig looks at the use of alternative assets by LGPS funds and shows how they have become an essential component of the funds’ investment strategies Emerging markets (EM) make up 55% of the world’s gross domestic product (GDP), as measured by purchasing power parity, but have a far lower share of most ...
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February, 2019
Emerging markets: a good time to invest or better to wait longer?
Christian Kopf, Head of Fixed Income & FX, Union Investment. Christian Kopf of Union Investment takes a detailed look at the outlook for investment in emerging markets, including a consideration of specific countries and an assessment of the major asset classes Market environment Bonds, currencies and equities from the emerging markets (EMs) faced ...
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