Mark Asquith, small-cap manager at emerging market specialist Somerset Capital, has warned of a potential "credit event" in the region, admitting he is "tactically concerned" about debt levels.
While the manager, who is lead on the firm's £84m Emerging Markets Small Cap strategy, believes emerging markets could outperform over the longer term, he has warned of an impending credit event which...
Months of negotiations
PARTNER INSIGHT: Ian Lance and Nick Purves, managers of the TM RWC UK Equity Income Fund, analyse the tug of war between value and growth that is being observed in markets today and why the future for value investing looks bright.
PARTNER INSIGHT: Ian Lance and Nick Purves, portfolio manager of the TM RWC UK Equity Income Fund, discuss the opportunity shift from growth to value after ten years of underperformance.
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Increased by ten percentage points