Emerging markets

Latin American equities are undervalued relative to other emerging markets and are set to outperform Asian stocks in the near term, according to HSBC Global Asset Management.

Brazil will be one of the first countries to emerge from recession and is on track to become a global economic powerhouse, according to Legg Mason affiliate Batterymarch.

At a recent Schroders conference, it became clear to me that both clients and fellow investors were drawing the conclusion that my team reached some time ago: all roads now lead to emerging markets.

The UK and European markets lag Asia and the emerging world for attractive small cap opportunities, Invesco Perpetual says.

J.P. Morgan Asset Management has hired three new senior portfolio managers from Fortis for its emerging market debts team as it seeks to enhance its fixed income offering.

Global emerging markets attract strong investor interest despite high risk reputation

Global emerging markets have had a stunning run since late March.

Aberdeen Asset Management is soft closing its £952m Emerging Markets fund to both retail and institutional investors.

F&C's Gareth Morgan says Russian President Dmitry Medvedev may have underestimated the country's recovery, with the manager predicting GDP growth in excess of 5% next year.

The key areas to focus on in Latin America, certainly from an equity investor's point of view, are Brazil and Mexico.