Four factors for a super-Goldilocks economy
Reform a 'gargantuan' task
Protectionist agenda has raised concerns
Plans to roll out own global equity solutions in 2017
First EM fund in suite
According to CFA UK's Valuation Index
Impact of Brexit and Trump
Ian Pizer reveals his key trades for the new year
According to Research Affiliates
There are attractive investment opportunities among high-yielding emerging market (EM) eurobonds in our view, writes Koon Chow, an EM macro and FX strategist at Union Bancaire Privée (UBP).
Follows US election result
Emerging markets continue to face a number of macroeconomic challenges, often linked with the dramatic falls in commodity prices and political risks that investors must discount for.
Emerging market fixed income has been one of the best performing assets classes of 2016 and this can be seen from improving industrial production and PMI indicators, showing that emerging economies are once again widening the gap to industrial countries....
Value stocks beginning to outperform
Following a prolonged period of poor performance, many investors have started to reappraise the prospects for emerging markets (EMs).
Strategic partnership in place since 2012
Co-managed by Mark Mobius
A legacy of ultra-low interest rates, high government debt, and subdued economic growth in developed markets is that investment returns from all major asset classes are low and likely to remain so for some time.
EM indices at four-month lows
Could benefit oil and gold
Runs emerging market funds
Emerging market investment trusts are still trading on discounts as wide as 19%, despite the broader rally for the region continuing to gain momentum.
Japan also strong performer