Citywire Global recently assembled a roundtable of leading fund selectors and top portfolio managers to discuss how they are positioned on emerging market assets and how they expect these positions to change. Participants included:
- Mussie Kidane, Pictet & Cie
- Simon Pickard, Carmignac Gestion
- Olivier Bentin, Alter Capital
- Louis Zanolin, Alix Capital
- Sandro Antonucci, Banque Lombard Odier & Cie
- Valdo Petronio, Wealth and Asset Management Solutions
- Nicolas Claquin, Unigestion
- Didier Chan-Voc-Chun, UBP
The roundtable talked about how emerging market assets are unloved and undervalued in 2014 – much like European assets in 2011. It was then discussed whether now is the right time to reconsider the sector or whether investors should be prepared for further difficulties:
The video is also posted on Citywire Global here.
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