Emerging Markets
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October, 2014
Emerging markets corporate bonds: an asset class comes of age
Urban Larson, Senior Product Specialist, Standish Mellon Asset Management. Urban Larson of Standish Mellon examines the growing opportunities in emerging markets for corporate bond investors The allure of emerging markets for investors, with their high growth and increasing bond opportunities, remains substantial. This despite the sell-off in 2013, ...
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October, 2014
Incorporating emerging markets into your investment strategy
Matthew Craig. In the wake of recent underperformance in emerging markets, Matthew Craig examines how local authorities are planning to maximise the potential of the sector For investors such as local authority pension funds, the emerging markets now offer a wide range of investment opportunities, even if they are often crammed into one or two ...
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October, 2014
Getting to the core of emerging markets
Paul Cooper, Partner, Sarasin & Partners. Mark Julio, Fund Manager, Sarasin & Partners. Paul Cooper and Mark Julio of Sarasin & Partners argue that thematic investing and detailed attention to corporate governance are the keys to investing in emerging market equities The time has come to stop looking at emerging markets (EMs) as one lump of ...
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October, 2014
Managing market price risk – dynamic hedging of emerging market exposure
Matthew Stemp, Head of Relationship Management London, Berenberg. Maria Heiden, Investment Advisor Overlay Strategies, Berenberg. How can pension funds incorporate higher-risk assets into their investment portfolios while managing their risk budgets? Matthew Stemp and Maria Heiden of Berenberg outline an approach which could help Local authority ...
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October, 2014
Will a post-QE world sustain the recovery?
John Arthur, Managing Director, AllenbridgeEpic Investment Advisers. John Arthur of AllenbridgeEpic examines the impact QE has had on asset valuations, and looks at the knock-on effect it has on emerging markets When talking about the Iraq war, US Secretary of Defence, Donald Rumsfeld, stated: “Reports that say that something hasn't happened are ...
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January, 2014
A fresh approach to core equity investing in emerging markets
Paul Rogers, Director, Lazard Asset Management. Paul Rogers of Lazard asset management explains how an active approach to emerging markets equity investing help with portfolio performance As the emerging markets asset class has expanded over the past thirty years, so has investor interest in this area, triggering a proliferation of investment options, ...
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January, 2014
Emerging market debt – the fundamental case remains
Steven Nicholls, Head of Fixed Income Product Specialists, Aberdeen Asset Management. Emerging market debt investors needed extremely thick skins in 2013. Not only did the “taper tantrum” send them into a spin, causing heightened volatility, but overall, returns from developed market assets made emerging debt returns look paltry. Despite this, Steven ...
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January, 2014
Accessing emerging market returns with lower volatility
Martyn Hole, Investment Specialist, Capital Group. Investors who treat emerging markets as a single asset class are able to access a broader set of investment options. Martyn Hole of Capital Group explains how investors could take advantage of dynamism and growth in the sector The long-term case for investing in emerging markets is well established – ...
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January, 2014
The outlook for emerging markets fixed income in 2014
Graham Stock, Head of EM Sovereign Research, BlueBay Asset Management LLP. Accelerating global growth forecast to boost the export sectors of emerging markets The 2013 stress test has most likely prepared emerging markets for Federal Reserve tapering in 2014 We believe favourable technical position further underpins prospects for the asset ...
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January, 2014
Emerging markets: a promising year ahead?
Scott Berg, Global Growth Equity Portfolio Manager, T. Rowe Price. Mike Conelius, Emerging Markets Bond Portfolio Manager, T. Rowe Price. Andy Keirle, Emerging Markets Local Currency Bond Portfolio Manager, T. Rowe Price. Following an eventful 2013 for emerging market investors, T. Rowe Price portfolio managers look ahead to 2014 at the prospects ...
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