Emerging Markets
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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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January, 2014
Addressing the “blind spots” in emerging market private equity portfolio construction
Nils Rode, Co-Head of Investment Management, Adveq. A traditional approach to portfolio construction might create the risk of exposing investors to unseen investment drivers. Nils Rode of Adveq examines two of the most important blind spots Traditional approaches to the construction of a private equity emerging market allocation focus on diversification ...
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January, 2014
Emerging markets and local authority pension funds
Matthew Craig, LAPF Investments. Growth and diversification are two of the main reasons for investors to consider an allocation to emerging market equities, but these qualities are not always consistently delivered. Just as an investor would have loved to have held Apple or Microsoft when they were barely known, so he or she looks to benefit from the ...
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January, 2014
Small is beautiful… at least in emerging markets
Chris Williams, ASIP, Head of Quantitative Investment, DIAM International. Chris Williams of Diam outlines the advantages of targeting small and mid-cap companies in emerging markets equities Emerging market equities have been the poor relations in 2013. While the MSCI World Index was up 24.68% for the year to the end of November, the MSCI Emerging ...
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December, 2012
Income driving the prospect for gains
Steve Ellis Portfolio Manager Emerging Market Debt Fidelity Worldwide Investment Emerging markets have been a powerfully seductive story for investors over the last two decades, but the overwhelming focus of attention has been on equities not bonds, says steve ellis of fidelity It’s difficult to see why equities have garnered most ...
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December, 2012
Understanding the key to development
Peter Marber Chief Business Strategist, Emerging Markets Debt & Currencies, HSBC Global Asset Management. Peter marber of hsbc global asset management looks at some of the key issues which may be holding schemes back from investing in emerging market debt. Emerging markets have come a long way from the financial crises of the 1990s, which ...
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December, 2012
The outlook for emerging market debt
Matthew Lamb Head of Institutional and Fund Distribution (UK) GAM Matthew lamb of gam argues that strategically, and looking beyond the short-term volatility, the case for emerging market debt remains compelling Emerging market bond funds are making a strong case for becoming a core part of investors’ long-term portfolios. The ...
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December, 2012
The changing face of emerging market debt
Alexander Kozhemiakin Director of Emerging Market Strategies Standish Mellon Asset Management LLC The emerging market debt investment universe has grown significantly over the past 25 years and now includes over 50 countries. The asset class’ investor-base has also grown and widened, particularly since the onset of the sovereign debt crisis ...
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December, 2012
Adapting to a new context for emerging markets
Eric Tazé-Bernard Chief Allocation Advisor Balanced & Allocation Solutions Amundi Emerging markets have become very much mainstream for international investors in recent years. The arguments for higher growth, strong fundamentals and the potential to diversify a developed US or European portfolio, have rapidly become well ...
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