Emerging markets

Standard Life Investments' EM managers Alistair Way and Mark Vincent are looking to stocks in the ‘fragile five' countries to generate performance in their funds.

J.P. Morgan Asset Management's Austin Forey is taking overweights in emerging market countries holding elections this year, in the view their shares could rally after a dismal start to the year.

Emerging markets took a tumble at the start of the year and worried investors pulled their money out of some of the largest emerging market equity funds in the UK market.

THE BIG QUESTION

JO Hambro Capital Management's emerging markets strategy is $100m away from soft-closure, according to the group's chief executive, while two other funds are also approaching capacity.

Threadneedle is to team up with South Africa's STANLIB to launch a range of Africa-focused strategies including a frontier markets fund.

Aberdeen is to implement "significant" additional cost savings after emerging market woes saw it suffer £3.9bn in net outflows for the first two months of 2014.

Investors' ability to buy the entire Turkish market for the value of Starbucks indicates emerging markets are strangely undervalued, a fund manager has argued.

THE BIG QUESTION

GAM is set to soft-close Michael Lai's GAM Star China Equity fund after a jump in size in recent months.