Emerging markets - where are the momentum managers?

Value managers suffer over last 10 years

clock • 4 min read
Tom Baird of Redington

Tom Baird of Redington

At Redington, we like to view markets and managers through a style lens: we know there are a few tried-and-tested investment styles that have worked over the long term.

To put it simply, we believe managers who base their investment philosophies on these styles have a higher probability of success. Broadly, these styles can be categorised as follows: Quality: buying companies with strong competitive advantages, thus exploiting investors' short-termism and failure to appreciate the long-term returns these companies can offer. Value: buying companies that are cheap relative to their fundamentals, thus exploiting investors' overreaction to concerns. Momentum: buying companies whose earnings are increasing at an accelerating rate, thus exploiting inve...

To continue reading this article...

Join Investment Week

  • 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

Vietnamese equities tend to outperform Chinese equities when Chinese equities underperform the rest of the world

Deep Dive: Frontier markets require caution due to 'barrage' of shocks

Divergence from emerging markets

Kathleen Gallagher
clock 12 August 2022 • 4 min read
European-focused investment grade and high yield credit have highest inflows since April 2020.

Fixed income dominates ETF flows in July

Accounted for $32.5bn

clock 08 August 2022 • 2 min read
Industry Voice: Mapping China's recovery

Industry Voice: Mapping China's recovery

2021 was a record year for dividends around the globe Our EMEA ETF Investment Strategy team believes that while Chinese equities may need to consolidate in the short-term, the recovery since the March 2022 low remains on track.

Franklin Templeton
clock 03 August 2022 • 3 min read