Emerging Markets
Emerging Markets | 15 Jul 16
EI Sturdza launches new emerging market fixed income fund
EI Sturdza has launched a new emerging bond fund investing in what it calls “high quality” EM fixed income bonds.
Emerging Markets | 8 Jul 16
EM equities poised for multi-year bull run
Brexit-fuelled uncertainty has highlighted the growth potential of emerging markets equities and could signal the start of a multi-year bull run, says Didier Rabattu, head of global equities at Lombard Odier Investment Managers.
Commodities | 7 Jul 16
Watch for sterling swings and recovery in commodities – RLAM
With the Fed keeping rates on hold and sterling under pressure, it is a good time to look for dips in commodities and increase exposure to emerging market equities, says Trevor Greetham, head of multi-asset at Royal London Asset Management.
Asia emerging as a safe-haven, says OMGI
As worries over China’s economy and currency ease and political risks in Europe and the US flare, Asia could become a safe-haven, said Joshua Crabb, Old Mutual Global Investors head of Asian equities.
JPM sees modest Brexit impact on emerging markets
The macro economic drivers for emerging equities are largely unaffected by the UK referendum vote and the firm has maintained its overweight call.