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Category: “Fund / Fund Manager News”
News about frontier market and emerging market funds / fund managers.
- October EM Market Recap and Outlook: A Sea of Opportunities (Franklin Templeton)
- Emerging Market Debt: Looking Towards ‘Beaten Up’ Opportunities (GAM)
- Emerging Market Debt: Wind Against the Tide (J.P. Morgan AM)
- China’s Innovation Boom Benefits Active Managers (William Blair)
- China: A Visit to the Epicenter (KKR)
- Emerging Markets: Blow-Up? Or Blow Over? (Goldman Sachs)
- In No Good Hands: The Venezuela Crisis and Consequences for South America (Moody’s Analytics)
- Disentangling EM Debt (AberdeenStandard Investments)
- Vietnam: Tail of the Dragon (Mirae Asset)
- Saudi Arabia’s First Successful Play for Emerging Market Status (Franklin Templeton Investments)
- India: Reform and Innovation (Aberdeen Standard Investments)
- One Market Illustrating Emerging Market Opportunities (BlackRock)
- China A: Opportunity for Active Managers (William Blair)
- Four Investable Trends Reshaping Rural India (Wellington Management)
- Macro Forum Insights and Perspectives (Actis)
- China: Jan-Feb Data Better Than Expected (Pictet Wealth Management)
- Mexico Analysis: Tequila Surprise? (LGIM)
- A Turning Point in Brazil (William Blair)
- Vietnam’s Economy is Firing on All Cylinders (Eaton Vance)
- Emerging Markets February Recap: Resilient (Franklin Templeton Investments)
- Flash Note: Emerging Market Currencies (Pictet Wealth Management)
- Cyril Ramaphosa’s To-do List (Aberdeen Standard Investments)
- Giving Credit Where It’s Due: ESG Factors in EM Sovereign Debt (Lazard Asset Management)
- Decoding Russia’s Tech Sector: A Future Alternative to Oil? (Hermes Investment Management)
- Emerging Market Monitor: Hit by the Trump Trade (Pictet Asset Management)
- China Investing in the Year of the Dog (GAM Investments)
- Emerging Market Local Currency Investing (BlueBay Asset Management)
- Emerging Market Resilience (Franklin Templeton Investments)
- Inside Mexican Capital Markets with BBVA Bancomer’s Jaime Lazaro (Enterprising Investor)
- Emerging Markets: Why Politics Matter in 2018 (Hermes)
- China: From Smokestack to Labtech (William Blair)
- Saudi Arabia Could be Emerging Markets’ Next Rising Star (Lazard)
- South Africa: Too Soon to Jump for Joy (BNP Paribas)
- 2018 Global Outlook (JPMorgan Research)
- EMD Outlook 2018: Robust Global Growth Lifts Emerging Markets (NNIP)
- 2018 Emerging Markets Outlook (Nikko Asset Management)
- International Stock Outlook: Global Recovery (Fidelity International)
- Emerging Markets Outlook: There Is Still Room to Run (Capital Group)
- Outlook 2018: Emerging Market Equities (Schroders)
- Is Now the Time to Go Active in Emerging Markets? (FE Trustnet)
- Emerging Markets Fourth-Quarter Recap and Outlook (Mobius Blog)
- Legg Mason: 2017 Global Investment Survey
- Nomura’s Morden: Argentina Faces Risks From the Duration of Brazil Contagion (Barron’s)
- Invesco Manager: Brazil a “Sinkhole of Corruption Still Searching for a Bottom” (Forbes)
- DoubleLine’s Gundlach: Short the S&P, Go Long on Emerging Markets
- Wall of Money Finding Its Way to Asian Local Currency Bond Markets (The Asset)
- The Definition of Successful Investing to Affluent Chinese (The Asset)
- Morgan Stanley: Emerging Market Pillars Seem to be Crumbling
- Infographic: Australian Fund Managers Biased Towards Emerging Markets (AFR)
- Nikko AM’s Sartori: Best Buying Opportunities in Asia in My Career (AFR)
- Oppenheimer’s Leverenz Blames “Radical Collapse” in FX Markets for Poor Performance (WSJ)
- Aberdeen LAQ Manager: Brazil “Looks to be Slipping Into a Recession”
- Fund Manager Interview: Aberdeen India Fund (Aberdeen)
- Debunking Myths of Investing in Israel (Aberdeen Asset Management)
- BlackRock’s Swann: Look at the China Slowdown in a Long Term Context (FE Trustnet)
- Russell Frontier Markets Equity Fund’s Manager Sees Neglected Gems (WSJ)
- OMGI’s Crabb: India Consumer Stocks on “Very Stretched Multiples” (FE Trustnet)
- Vietnam Closed End Funds: Improving Outlook & Attractive Valuations (Numis)
- Rplan Survey: Investors Have Been “Taken In” by Emerging Market Hype
- Henderson’s Bennett: “No Real Emerging Europe, We Have Got Submerging Europe” (Citywire)
- Investors Stick With Actively Managed Foreign Stock Funds (AP)
- Hermes’ Greenberg: Overweight in India But Avoiding Modi Stocks (FE Trustnet)
- Fund Manager Consensus: Hong Kong Needs China More Than Vice Versa (AsianInvestor)
- Private Equity Group Blackstone to pull out of Russia (FT)
- Short Seller Jim Chanos: Everyone Forgets Ali Baba Was a Thief!
- Fidelity China Special Sits Trust: Four China Investment Themes (FE Trustnet)
- China’s Investment Managers Abandon the Retail Market to Focus on Wealth Management Market (FT)
- Russian Stocks and the Ruble to Remain Under Pressure (Capital Economics)
- State Street Global Advisors’ CIO: Russia Stocks Could See Further Selloffs (FE Trustnet)
- Morgan Stanley’s Shallett: Emerging Markets Beset By Risk & Rich Valuations (Citywire)
- Hawksmoor Investment Management Manager Cutting Emerging Market Exposure (FE Trustnet)
- Barclays: China Fears Being Overplayed (FT Adviser)
- Aberdeen CIO: India Will Surpass China for Growth (FE Trustnet)
- Emerging Market Funds Hammer Developed Market Funds in July (Interactive Investor)
- Lazard Emerging Markets Fund Manager: Full-blown Financial Crisis in China is Unlikely (FE Trustnet)
- Singapore’s GIC Bets on Emerging Market Technolgy Investments (Reuters)
- Gary Shilling: 9 Investment Ideas for the Current Risk-On World (Business Insider)
- Russian Equities are at “Too Big a Discount” (CNBC)
- BNP Paribas’ Chi Lo: Patient Investors Should Build Up China Exposure Now (CMN)
- Artemis’ Edelsten: Emerging Markets are Expensive With the Exception of China (What Investment)
- ABN Amro Likes China, Taiwan and Thailand Equities (Bloomberg)
- Changing Investor Attitudes About Emerging Markets (CNBC)
- Survey: Fund Managers Now Overweight on Emerging Market Equities (Live Mint)
- JPMorgan’s Mowat Talks About Iraq, EM Fund Flows and India (Economic Times)
- FPA Crescent (FPACX) Fund Makes Some Interesting Emerging Market Stock Bets (Kiplinger)
- No Emerging Markets Crisis According to Mark Mobius (FE Trustnet)
- Is the Thailand Coup a Major Threat to Asian Equity Funds? (FE Trustnet)
- Obscure Stocks Make the Baron Emerging Markets Fund a Winner (Kiplinger)
- Emerging Market Hedge Fund Assets Rise to a Record Despite Russian Losses (PR)
- Allocation and Share of Retail Investors in Emerging Market Funds (EM Equity)
- British Investment Managers Increase Their Emerging Market Bets (Reuters)
- Fundsmith Unveils an Investment Trust Targeting Emerging Market Consumers (FT)
- Aberdeen’s Star Manager Says an Emerging Markets Turnaround is Underway (FTAdviser)
- Yale University Added $100M to the Vanguard FTSE Emerging Markets ETF (VWO) in 1Q2014 (P&I)
- Despite £8.8bn in Fund Outflows, Aberdeen Says “Pick Up in Sentiment” For Emerging Markets (FTAdviser)
- A Class Apart: Emerging Asia’s Fixed Income Market (Pictet AM)
- Asia at a Crossroads: Demographics, Economics & Investment (State Street)
- Is the Emerging Market Story Over? (Macquarie)
- Three Investible Themes in China A-Shares (William Blair)
- How Would a Trade War Affect Emerging Markets? (Wellington Management)
- To Play China’s AI “Gold Rush:” Invest in the Shovels (Wellington Management)
- I Left a Top Job in Hong Kong Banking to Invest in a Frontier Market. Here’s Why (eFinancialCareers)
- Asia Pacific Index Dashboard: May 2018 (S&P DJI)
- Signs of Strength Ahead for Global and Emerging Markets (Aberdeen Standard Investments)
- Emerging Markets Experience a Volatile First Quarter (Franklin Templeton Investments)
- Emerging Market Debt: Russian Sanctions and a Possible U.S./China Trade War (Vontobel)
- Lazard’s James Donald Discusses the Sensitivity of Emerging Markets
- Five Years on From the Taper Tantrum, Emerging Market Debt Shows Improved Resilience (Aviva Investors)
- Emerging Market Monitor: Inflation in Central & Eastern Europe (Pictet Asset Management)
- Putin Gearing Up for 2024 (Robeco)
- Economic Survey of Brazil: Towards a More Prosperous and Inclusive Brazil (OECD)
- The S&P Indices Versus Active (SPIVA) Latin America Scorecard (S&P Dow Jones Indices)
- A Case for Mexican Assets (LGIM)
- Why the MENA Region Appears to be on Firmer Footing (Franklin Templeton Investments)
- How Big a Hit Will Emerging Markets Take From a US Trade War? (PineBridge Investments)
- Capitalizing on Currencies to Boost Emerging Market Returns (Pictet Asset Management)
- Why It’s Not Time to Squeeze the Brakes on Indian Equities (Franklin Templeton)
- Frontier Markets Semi-Annual Outlook (CLIG)
- Emerging Markets Strategy Feb 2018: Volatility Returns, Fundamentals Stay Strong (JP Morgan)
- The Tailwinds Have Arrived: Our 2018 Outlook for Emerging Markets (Hermes Investment Management)
- China’s Year of the Dog Bounds Into View (Allianz Global Investors)
- Emerging Markets: How to Unlock the Next Wave of Returns (Amundi Asset Management)
- Latin America: Will Politics Overshadow GDP Growth? (Invesco)
- Saudi Arabia’s Emerging Market Pursuit (Franklin Templeton)
- Seven Reasons India Is Primed for Growth (Enterprising Investor)
- Three Reasons Why South Korea is Our Gold Medalist (Robeco)
- Perspective Global Equity: Why China A, Why Now? (William Blair)
- EM Outlook 2018: What Challenges Do Emerging Market Bonds Face After Two Strong Years? (LGIM)
- 2018 Emerging Markets Outlook: Rally In EM Equities to Continue – Particularly for Emerging Asia (Fiera Capital)
- Emerging Market Debt Outlook 2018: A Global Rebalancing is Due (Vontobel)
- Outlook on Emerging Markets (Lazard Asset Management)
- 2018 Emerging Markets Outlook: The Next Leg of the Recovery (Mirae Asset)
- Global Emerging Markets 2018 Outlook (Martin Currie)
- Emerging Market Opportunities Can Still Be Found (T. Rowe Price)
- Emerging Market 2018 Outlook (Mobius Blog)
- Dr. Mark Mobius Announces Plans to Retire from Franklin Templeton Investments
- India Fund Managers Divided Over Whether Further Gains are Likely (FT)
- Morgan Creek Capital’s Yusko: “Killer Ds” Will Hurt the Developed World (CNBC)
- Pacific Investments Takes 50% Stake in Emerging Markets Manager North of South Capital (P&I)
- Chinese Tycoons Plant Money Management Flags on Wall Street (Bloomberg)
- Fund Manager Allocations to Emerging Markets Hit 22-month High (Livemint)
- China’s New Rich Distrusts Financial Advisers (The Asset)
- China’s Mutual Funds Industry Now the Second Biggest in Asia (The Asset)
- PM Capital’s Bertoli: Now is an Attractive Entry Point for Asian Stocks (AFR)
- Infographic: Investors Shun Emerging Market Funds (WSJ)
- Latin American Stocks to Consider (Aberdeen)
- Saudi Arabia’s Tadawul Stock Market and Foreign Investment (AFC)
- Mark Mobius’ Contrarian Case for Investing in Brazil (Mobius Blog)
- Aberdeen Asset Management’s China Update
- Templeton’s Chow: “No Reason the Goat and the Bull Cannot be Friends” (Mobius Blog)
- M&G Investments’ Vaight: “Chinese Firms Can Become Globally Competitive” (FE Trustnet)
- Macquarie’s Le Cornu Likes Korean Cosmetics, Chinese Insurance Stocks & Macau Casinos (Bloomberg)
- Jupiter’s Croft: If History Repeats Itself, Russian Stocks Could Double (FE Trustnet)
- Psigma’s Gregory: “We Like India, We Like China” (FE Trustnet)
- Margetts’ Ricketts: Low Oil Prices Mean Asia and Emerging Market Funds Can Keep Rallying (FE Trustnet)
- Private Equity Firms in Southeast Asia Are Cashing Out Faster (WSJ)
- Why Two Fund Managers Still Believe in Macau Casino Stocks (FE Trustnet)
- Fund Managers: Why We Couldn’t Resist the Alibaba IPO (FE Trustnet)
- Where to Find Opportunities in Emerging Markets (BlackRock)
- How Canaccord Genuity’s Oliver is Hedging for Iraq & Ukraine Turmoil (FE Trustnet)
- Deutsche Bank: Emerging Market Rally is a False Dawn (Barron’s)
- Chinese Stocks: Cheap Long-term Play or Value Trap? (FE Trustnet)
- Coutts CIO: Russian Stocks Now Appear Attractive (FE Trustnet)
- Ashmore Investment Management: Aggressive Western Foreign Policy Threatens Emerging Market Progress (funds europe)
- Margetts Fund Management Manager: Emerging Markets Rally Has Gone Too Far (FE Trustnet)
- Norway’s Sovereign Wealth Fund Slows Emerging Market Investment (Bloomberg)
- Whitechurch Securities: Buy Actively Managed India Funds Rather Than ETFs (FE Trustnet)
- Aberdeen CIO: Investors Are Not Prepared for a Rise in Oil Prices (FE Trustnet)
- Terry Smith: Emerging Markets to Outperform Over the Long-term But Brace for Volatility (FE Trustnet)
- Singapore’s GIC Remains Cautious Over its Medium-term Outlook (Today)
- Singapore’s Sovereign Wealth Fund to Increase Investment in China (FT)
- Newton’s Pidcock: Asian Recovery Just Getting Started (FE Trustnet)
- Investors Are Returning to Emerging Markets in Asia But Indonesia Looks Risky (CNBC)
- EXS Capital’s Solberg: China’s Property and Steel Sectors Look Interesting Now (CMN)
- Sovereign Wealth Funds Increase Investments in Emerging Markets (SCMP)
- Societe Generale Survey: Fund Managers Turning Bearish on Emerging Markets (CNBC)
- Emerging Markets in the East Converging With Developed Markets in the West (Create Research)
- Hungary, Poland, Mexico and South Korea Poised to Handle a Pull Back in US Monetary Stimulus (WealthManagement.com)
- Emerging Markets Back in Favour Among European Investors (Citywire)
- Meet the Emerging Market Fund Manager Who Is the Antithesis of Mark Mobius (NYT)
- India ETF Flows Touch $1.5 Billion, Highest Among its BRIC Peers (Economic Times)
- Emerging Markets vs Japan: Which Offers the Most Value? (Citywire)
- Fund Managers Are Wary of “Cheap” Asian Stock Markets (FT Adviser)
- Fund Managers’ Opinions on the UAE and Qatar’s Emerging Markets Upgrade (The National)
- Allocation and Share of Institutional Investors in Emerging Market Funds (EM Equity)
- Wealth Managers Struggle to Tap the Wealthy in Emerging Markets (II)
- Emerging Market Bond Funds Continue to See Inflows (WSJ)
- Ontario / WI Pension Funds Dump BlackRock’s iShares MSCI Emerging Markets ETF (EEM) (Bloomberg)
- Franklin Templeton’s $7.6bn Bond Bet on the Ukraine is 6X Bigger Than its Russian Bond Holdings (EM)
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