Emerging Markets Roundtable: How and When to Return to the Sector? (Citywire)

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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