Emerging markets

Emerging markets now face a "cyclical point" in their development as the impact of loose monetary policy around the globe begins to wane, according to Jupiter CIO John Chatfeild-Roberts.

THE BIQ QUESTION

Emerging market debt suffered its worst weekly sell-off for nearly two years in June, as investors reduced local currency exposure in anticipation of a rising dollar.

Baring Asset Management (Barings) has revamped its emerging market equity team, hiring a new head to replace outgoing Roberto Lampl.

Mark Mobius, executive chairman of Templeton Emerging Markets Group, examines the relationship between the EM giants and frontier markets.

INFRASTRUCTURE

Emerging market fund flows have suffered their worst week since 2011, as investors fear a correction arising from the tapering of the US's QE program.

Emerging markets have had a rough time recently. Over the past two and a half years, their economic performance has stayed behind that of developed markets.

Newton's Jason Pidcock has called into question opportunities in China, despite official figures showing the economy is expanding at 7%, and said there are much better opportunities elsewhere in Asia.

Austrian fund manager Raiffeisen Capital Management has introduced sterling share classes on three of its emerging market equity funds.