Emerging markets

  • How GEMs have regained their sparkle

    How GEMs have regained their sparkle

    Investors in emerging markets have had quite the turnaround in fortunes during the past three years, proving the old adage that it really is a region to invest in long term.

  • Pacific AM launches emerging market fund

    Pacific AM launches emerging market fund

    Pacific Asset Management (PAM) is launching an emerging market Ucits fund in November.

  • EMs dominate list of ESG-friendly countries

    EMs dominate list of ESG-friendly countries

    There are more emerging economies than developed markets in Candriam’s latest list of investable ESG-friendly countries.

  • Global managers’ EM overweight hits 47%

    Global managers’ EM overweight hits 47%

    Global fund managers upped their emerging markets overweight to a net 47% in September, while increasing their underweight to the US, according to the latest Bank of America (BofA) Merrill Lynch survey.

  • Global managers’ EM overweight hits 47%

    Global managers’ EM overweight hits 47%

    Global fund managers upped their emerging markets overweight to a net 47% in September, while increasing their underweight to the US, according to the latest Bank of America (BofA) Merrill Lynch survey.

  • EM mania spreads to frontier markets

    EM mania spreads to frontier markets

    Frontier market equities saw the largest net inflows for a very long time in June, suggesting the interest in developing economies’ stock markets is broadening.

  • Neptune’s Turnbull joins Invesco Perpetual’s EM team

    Neptune’s Turnbull joins Invesco Perpetual’s EM team

    Ex-Neptune China fund manager Douglas Turnbull has landed at Invesco Perpetual’s emerging markets team, following his recent departure from the firm.

  • East Capital launches Sustainable Emerging Markets fund

    East Capital launches Sustainable Emerging Markets fund

    Specialist emerging and frontier markets manager East Capital is to launch a fund investing in socially responsible emerging market companies.

  • Manulife’s Langridge: EM investors should fear repeat FANG sell-off

    Manulife’s Langridge: EM investors should fear repeat FANG sell-off

    Another sell-off in FANG stocks could have significant repercussions for emerging markets, said Kathryn Langridge of Manulife Asset Management.

  • Jupiter launches EM income trust for Teverson

    Jupiter launches EM income trust for Teverson

    Jupiter has expanded its emerging market offering with the launch of an income-focused investment trust targeting the region’s small and mid-cap stocks.

  • Fresh EM inflows as funds continue winning streak

    Fresh EM inflows as funds continue winning streak

    Rising commodity prices and assurance of continued low interest rates saw emerging market equity funds welcome fresh inflows for the seventh week running, their longest winning streak since last September.

  • EM equities strong enough to face US headwinds – Goldman Sachs AM

    EM equities strong enough to face US headwinds – Goldman Sachs AM

    A Trumped-up US economy, taper tantrum and a dollar bull market do not have to be insurmountable headwinds for emerging market equities, according to Goldman Sachs Asset Management’s Luke Barrs.