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.
Similar Posts:
- Morgan Stanley’s Shallett: Emerging Markets Beset By Risk & Rich Valuations (Citywire)
- Emerging Markets Back in Favour Among European Investors (Citywire)
- ABN Amro Likes China, Taiwan and Thailand Equities (Bloomberg)
- China’s Investment Managers Abandon the Retail Market to Focus on Wealth Management Market (FT)
- China’s Mutual Funds Industry Now the Second Biggest in Asia (The Asset)
- UBS’s Raphael: A Hard Time For Emerging Markets Investing (Bloomberg)
- Emerging Markets vs Japan: Which Offers the Most Value? (Citywire)
- ING IM’s Ruijer: China and the Fed are the Biggest Risks to Frontier Markets (Citywire)
- Pacific Investments Takes 50% Stake in Emerging Markets Manager North of South Capital (P&I)
- Wealth Managers Struggle to Tap the Wealthy in Emerging Markets (II)
- Changing Investor Attitudes About Emerging Markets (CNBC)
- How MSCI’s Global Investable Market Indexes Methodology Influences Trillions of Dollars (Kraneshares)
- China’s New Rich Distrusts Financial Advisers (The Asset)
- Sovereign Wealth Funds Increase Investments in Emerging Markets (SCMP)
- Investing in Sri Lanka Unit Trusts
Leave a Reply