Omar Negyal, lead manager of the £385m JP Morgan Global Emerging Markets Income trust, has highlighted Russia as one of the areas he is finding attractive, with portfolio exposure almost three times that of the fund's MSCI Emerging Markets benchmark.
The manager said he has been overweight to the region for some time now, but has been steadily increasing his position in Russia over the past six months, with the country now representing 9% of the portfolio. ...
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