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


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...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now


Already an Investment Week


More on Emerging markets