Outflows of $727m this week
A rebound in commodity prices, a weaker dollar, a more dovish stance from the Federal Reserve, and an improving landscape in China all combined to give a number of emerging markets a new lease of life, writes Carmignac's Didier Saint-Georges.
Asia markets rise
Following a recent trip to Indonesia, Rob Brewis, investment manager at Aubrey Capital Management, shares his views on the bright spots for the country.
Mirrors existing mandate
Record inflows in run-up to Brexit
Risen to $54.6bn
Improved sentiment to the region
The emerging markets asset class remains at the forefront of the world's most vibrant and fastest-growing economies, with overall gross domestic product growth rates comfortably in excess of the developed world this year, despite much-publicised slowdowns...
Raman Aylur Subramanian, head of equity applied research at MSCI, analyses the opportunities different emerging market countries have offered investors in the recent rally and how a handful of sectors have been key to the region's outperformance.
Maarten-Jan Bakkum, senior strategist, emerging markets at NN Investment Partners, explains how a small group of troubled countries is responsible for the deterioration of the average growth momentum in EMs.
Sold exposure following Brexit
Money still leaving active equities
J.P. Morgan Asset Management's Austin Forey, manager of the £990m Emerging Markets investment trust, has highlighted the importance of "running your winners" and sticking to a consistent investment process as he reflects on over two decades running the...
To acquire frontier markets boutique for £40.7m
Follows number of recent fee changes
Three times above danger level
Third Luxembourg-domiciled vehicle
While the MSCI Frontier Markets index formally classifies some 23 countries as 'frontier' markets, there are actually around 160 countries that do not feature in developed or emerging market indices which could be considered frontier.
The 'growth gap' between emerging and developed markets is widening in the former's favour and emerging markets are expected to grow by a robust 4.5% this year, according to Muzinich's Warren Hyland.
Fund launched in 2006
Region 'in better shape' than DM counterparts
As momentum in economies in the developed world has flagged, and as some deep-seated political tensions have surfaced, emerging markets (EM) are once again catching investor attention.