Emerging markets

Raoul Luttik, lead portfolio manager, EMD local currency strategy at Neuberger Berman, explains why frontier market bonds may be a better bet than emerging markets this year

Fidelity Asian Values manager John Lo has stepped back from running the trust after a 13-year spell in charge, to be replaced by Nitin Bajaj.

RWC has hired two emerging markets managers from beleaguered US hedge fund firm Everest Capital, paving the way for a significant expansion involving its first offices overseas and several new products.

‘Key man risk' associated with India in the event something happens to its newest Prime Minister, Narendra Modi, could place India's economic recovery under threat, according to Madhav Bhatkuly, manager of the GAM Star India Equity fund

Terry Smith, manager of the Fundsmith Emerging Equities trust, has said he expects global growth to accelerate following the fall in the price of crude oil.

First State Stewart, the GEM, Asia Pacific and global equity arm of First State Investments, is to split in two and rebrand in a bid to cope with "the burden of scale", Investment Week can reveal.

Artemis is to soft launch its first fund focusing on emerging market equities next month as it extends its SmartGARP range.

Hermes is to soft close Jonathan Pines' $1.5bn Asia ex-Japan equity fund in May as inflows into the product accelerate, Investment Week can reveal.

Ross Teverson, Jupiter's global emerging markets (GEM) head of strategy, has introduced formal sector analysis responsibilities across the team for the first time and scaled back the number of holdings in his new portfolios.

Xavier Hovasse, manager of Carmignac's Emerging Discovery fund, takes a closer look at opportunities for investors in China and India.