Emerging markets

Reinhart and Rogoff's study of 250 past financial crises over the last 800 years found public sector debt increases on average 86%, growth takes 4.4 years to recover and real estate six years.

China could prove to be the investment opportunity of a lifetime over the longer term, Skandia Investment Group (SIG) CIO James Millard believes.

Aberdeen's Adam McCabe believes China will allow the renminbi to appreciate in a bid to support domestic demand.

HSBC Global Asset Management will launch an absolute return global emerging markets fund later this month.

Old Mutual's Stewart Cowley has increased exposure to corporate bonds from 15% to 25% this year in his Global Strategic Bond fund, focusing mainly on the lower end of investment grade.

The panel discusses the recession vs recovery debate and how the developed world and emerging markets are affected by the crisis

J O Hambro Capital Management is considering a follow-up launch to its Global Emerging Markets fund this month, with a small- and mid-cap version.

Martin Currie is to hire a new manager for its $255m Asia Pacific Sicav to work alongside Jason McCay and Richard Evans.

J.P. Morgan Asset Management's Sebastian Luparia is targeting Brazilian infrastructure opportunities as the country looks to upgrade its facilities ahead of the 2014 World Cup and 2016 Rio Olympics.

Emerging markets managers are deviating from benchmark weightings, arguing they miss out areas of greatest potential economic growth and investment opportunities.