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Category: “Fund Manager News & Research”
News about frontier market and emerging market funds / fund managers.
- The End of the Emerging-Market Bounce? (Man Group)
- Emerging Markets: A Strong Year, a Stronger Outlook (Franklin Templeton)
- 2021 China Outlook: Full Steam Ahead (Krane Shares)
- Frontier and MENA 2021 Outlook: A New Era of Investment (Franklin Templeton)
- Emerging Market Debt: A Wider Range of Opportunities, and Challenges, in 2021 (Franklin Templeton)
- EMD 2021 Outlook: Nine Tailwinds for Emerging Market Bonds (LGIM Blog)
- Can Manufacturing Relocate from China to India? (Wellington Management)
- Small But Mighty: Emerging Market Trends on the Cutting Edge of Change (Franklin Templeton)
- China: Seven Things Investors Should Know (LGIM Blog)
- North Asia vs South Asia: Differentiation is Key (DWS)
- Sizing up Chinese Equities: A market Too Big to Ignore (Robeco)
- MENA Market Outlook: Managing the Economic Fallout (Franklin Templeton)
- Podcast: Our Man in Hong Kong (Robeco)
- PwC China Unicorn Survey 2019: Harnessing Innovation For Hypergrowth (PwC)
- What Makes Asia−Pacific’s Generation Z different? (McKinsey & Co)
- The New Emerging Market Landscape: The Single Commodity Focus Has Shifted (Franklin Templeton)
- How Will Emerging Market Debt Emerge From the Crisis? (Capital Group)
- ETFs Add to African Access (S&P Global)
- The Emerging Emerging-Markets Crisis (Guggenheim Investments)
- Bangladesh: Excellent Growth Prospects Hampered by Uncertain Policy-making (Asia Frontier Capital)
- Could Malaysian Equities See a Modest Recovery in 2020? (Franklin Templeton)
- Investing in China: A Question of Stock Picking Rather Than Index Picking (Robeco)
- Mongolia – When Will the Stock Market Reflect the Improving Economy? (Asia Frontier Capital)
- Sri Lanka: Presidential Election Update (Asia Frontier Capital)
- China Icebergs: Forces That Could Reshape the World (PineBridge)
- Uzbekistan: On the Cusp of a Consumer Renaissance (Asia Frontier Capital)
- Argentina: A Growing Opportunity Set for Distressed Debt (Man Group)
- Looking Past the Hang-Ups for Asia’s Smartphone Industry (Franklin Templeton)
- Changes to the Emerging Markets Club: China (A Shares), Argentina and Saudi Arabia (Franklin Templeton)
- Podcast: Electric Vehicles in Emerging Markets (BNP Paribas AM)
- Brazil Takes Big Reform Step (Franklin Templeton)
- MENA Fixed Income: Four Things That Are Top of Mind (Franklin Templeton)
- Banning Huawei: An Act of Economic War (Hermes)
- Structural Change in Emerging Markets: 4 Key Forces to Understand (Wellington Management)
- An Asian Perspective On Trade Plus Mexico Becomes The Second Front (Northern Trust)
- Russia’s Path to Credit Strength Amid Biting Sanctions (PGIM Fixed Income)
- Three Scenarios for the Future of US-China Trade Tensions (NN Investment Partners)
- India: Underappreciated Alpha Opportunity? (Wellington Management)
- China to South America: Consumer Technology Growth in Emerging Markets (KraneShares)
- Frontier Case Study: Ecuador’s Path to Economic Sustainability (PGIM Fixed Income)
- Don’t Fall for These Myths About ESG in Emerging Markets (PineBridge Investments)
- India’s Post-Election Outlook: A Fine Balance (PIMCO)
- Vietnam: In a Sweet Spot (AFC Asia Frontier Fund)
- India Elections: What’s at Stake and What it Means to the Market (Pictet)
- Saudi Arabia Inclusion and Emerging Markets (MSCI)
- The Case for Dedicated China Exposure (Cambridge Associates)
- Frontier Markets: 2019 Outlook (FIS Group)
- Five-Year Capital Market Outlook: Asia (Willis Towers Watson)
- Myanmar: A Long Term Growth Story (AFC Asia Frontier Fund)
- Credit Trends: Demystifying China’s Domestic Debt Market (S&P Global Ratings)
- Optimizing Exposure to the Emerging Market Rebalance (KraneShares)
- Liquidity Bump Underlines MENA Stocks’ Appeal in 2019 (Franklin Templeton)
- Is Turkey Really Out of The Woods? (Amundi AM)
- Chicago Public School Teachers Assigns $20 million to Africa-focused Private Equity (P&I)
- Latin America: Where to Find Growth in 2019? (Pictet AM)
- Emerging Stocks Could Make a Comeback This Year (Robeco)
- Bangladesh: A Rising Consumer Story (AFC Asia Frontier Fund)
- The Impact of US Policy on Emerging Markets—Dollar Concerns “Overdone” (Franklin Templeton)
- The Race to Harness AI Technology in Asia (Franklin Templeton)
- 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
- Global Emerging Markets: Country Allocation Review 2021 (Federated Hermes)
- Taiwan’s Institutional Resilience (Franklin Templeton)
- Outlook on Emerging Markets (Lazard AM)
- Pandemic Accelerates New Economic Landscape for Emerging Markets (Franklin Templeton)
- While “Delisting” Gets Headlines, The SEC Proposes Orderly Solution (KraneShares)
- Is South Korea Crowding Your Emerging Markets Allocation? (S&P Dow Jones)
- Back to “Old School” Emerging Markets: Mexico (Wellington Management)
- Russia: Tread Cautiously Into 2021 (Wellington Management)
- Taiwan Equities Help Drive Performance of Emerging Markets in Q3 (FTSE Russell)
- Local Investors Discover Brazilian Stocks (Franklin Templeton)
- Health Care: The Next Wave of Innovation in China (Franklin Templeton)
- Time to Revise Outdated Perceptions of Russia? (Franklin Templeton)
- South Korea: A Shining Example of Emerging Market Leadership (Franklin Templeton)
- COVID-19: A Positive Tipping Point for Some Brazilian Banks? (Franklin Templeton)
- The New Emerging Market Landscape: Taking Leadership in Technology (Franklin Templeton)
- The New Emerging Markets Landscape: Policy Improvements Should Contribute to Increased Resilience (Franklin Templeton)
- What Explains Emerging Markets’ Relatively Low COVID-19 Fatality Rate? (LGIM)
- MENA Equities: Why Long-Term Investors Should Stay the Course (Franklin Templeton)
- Seizing Opportunities in Emerging Market Small Caps (Franklin Templeton)
- Opportunities on the African Continent: A Balancing Act (Franklin Templeton)
- Pakistan: “More Gas in the Tank” (Asia Frontier Capital)
- What’s Ahead for the MENA Region? (Franklin Templeton)
- Corporate Governance in Emerging Markets: Progress and Opportunity (Franklin Templeton)
- Podcast: A View on the Lebanese Investment Landscape (Union Bancaire Privée)
- Uncommon Yields: How China is a Rare Bright Spot in a World Deprived of Yield (KraneShares)
- The Emerging Market Appeal in a Low-Yielding World (Franklin Templeton)
- Myanmar: Unmet Potential (Asia Frontier Capital)
- Opportunities in Emerging Markets Small-Cap Investing (American Century Investments)
- Iraq: Significant Social and Economic Transformation (Asia Frontier Capital)
- Turkey: Looming Challenges (Union Bancaire Privée)
- India’s Budget Moving in the Right Direction (Franklin Templeton)
- Emerging Markets: A World of Opportunity (Nuveen)
- Kazakhstan: Richest Country in Central Asia (Asia Frontier Capital)
- The Future of Emerging Markets: A Development Marathon, Not a Growth Sprint (Wellington Management)
- The “Halo Effect” of Saudi Arabia’s Emerging Markets Arrival (Franklin Templeton)
- EM Push & Pull: As China Rises, Competition for Capital Heats Up (Aviva Investors)
- Emerging Market Small Caps: Hidden Gems in Plain Sight? (Wellington Management)
- U.S.-China Trade War: The New Long March (Guggenheim Investments)
- Emerging Markets: The World’s Innovation Lab (Lazard)
- Uzbekistan: Strong Growth at Low Valuations (Asia Frontier Capital)
- Argentina: In the Midst of the Storm (Pictet)
- South American Rumbles: Argentina and Brazil Developments (Pictet)
- Are Emerging Market Small Cap Stocks Due for a Rebound? (Franklin Templeton)
- Opportunities in the Next “Emerging” Emerging Market of Africa (Franklin Templeton)
- Taking the Lead: How China is Driving the Global Economy and Creating Opportunities (UBS)
- Jordan: On the Path to Recovery (AFC Asia Frontier Fund)
- China’s Local Equity Market: ‘…How and Where and Who’ (Aberdeen Standard)
- The Long View: China is Too Big to Fail (Fidante Partners)
- Time for Emerging Market Currencies to Strike Back? (Pictet AM)
- Emerging Market Economies: A Brighter Outlook for 2019? (Hermes)
- Emerging Markets: Why the Glass Is Likely Two-Thirds Full (PineBridge Investments)
- Three Reasons to Embrace Emerging Market Corporate Credit (Franklin Templeton)
- China: Innovation Superpower (Wellington Management)
- Gray Swans for 2019 (State Street Global Advisors)
- Emerging Market Fixed Income: 2019 Outlook (UBP)
- Top Risks 2019: Bad Seeds (Eurasia Group)
- Frontier Investment Funds Are Moving Into Uzbekistan (bne IntelliNews)
- Diversifying Your Emerging-Markets Allocation (Aberdeen Standard)
- 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
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