The Big Question: What is your EM strategy following the recent sell-off?

BIG QUESTION

clock • 13 min read

We ask managers for the best way to play emerging markets after the summer sell-off.

Didier Rabattu manager of the Emerging Consumer fund at Lombard Odier Investment Managers China and Mexico Emerging markets can fall a long way before they recover, usually swiftly. So far, they have fallen 23% since their peak in June 2011, and 14% so far in 2013. The panic selling has been in emerging market government and corporate bonds. There has been no panic selling of emerging market equities, yet. Despite this, valuations are increasingly becoming attractive. While there will be bumps in the road, the superior growth outlook will benefit investors in these economies over...

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