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.
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...
Sold exposure following Brexit
Money still leaving active equities
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.
Over the past year, emerging market (EM) assets have looked much perkier. MSCI's emerging market stock gauge is up 13% this year, almost four times as much as the broader MSCI World index of developed-nation stocks.
With global emerging market equities recently rebounding to a year high, and flows returning strongly to the asset class, three managers reveal where they are looking to capitalise on the improvements in investor sentiment.
Underweight to the region
JPMorgan trusts leading the winners
Average AUM falls 22%
EMs back in favour
Emerging market equities have made a swan-like turnaround this year after five years in the doldrums, writes Will Ballard, head of emerging market and Asia Pacific equities at Aviva Investors.
Replaced by interim Michel Temer
Regime change less of a threat
Enables investors to invest in upcoming tech players