Emerging Market Equities
Dollar strength hits EM positions, says UBS Wealth
Client investments in emerging market currencies, equities and sovereign bonds have been hit by greenback’s unexpected rebound .
Five emerging market views on Mexican elections
Mexico is set to lurch to the left when it goes to the polls this weekend with populist Andrés Manuel López Obrador, known by his nickname Amlo, the front runner in the presidential elections. Five managers weigh in on what Mexico’s politics mean for emerging market investors.
Developed market worries may be EM entry point: Ashmore
There is a clear opportunity to buy emerging market assets whenever risk averse events are triggered in the developed markets, and current worries over US trade policy and rate hikes could signal the latest entry point, says Ashmore’s Jan Dehn.
Fund groups lacking dedicated A-share analysts
The inclusion of 226 China A-shares was a hugely symbolic moment for investors in the region but the fund industry has failed to get ahead of the curve with most firms lacking dedicated teams of analysts or products to invest in the asset class.
Selectors missed US equities opportunity amid volatility
European fund selectors have been overwhelmingly bullish on absolute return strategy funds as a response to market volatility – but they could have made more returns if they took the risky option of US equities.