Emerging Markets

Vincent Chailley, CIO of H2O Asset Management

Jade Fu, investment manager at Heartwood Investment Management, analyses the public and private debt balances of Asian economies, and how they impact investors in the region

The final chapter in the series from Standard Life Investments looks at current opportunities to be found in emerging markets.

Gary Greenberg, head of emerging markets at Hermes, said fears over the impact of a US interest rate rise seem excessive and investors need to question the consensus.

Fund managers give their views on the key issues impacting global asset classes and outline how they are positioning portfolios.

Emerging market stocks can flourish in the face of a tightening cycle from the US Federal Reserve, according to Lazard Global Equity Income manager Pat Ryan.

Mark Mobius, executive chairman of the Templeton emerging markets group, has urged investors to hold at least 30% in emerging markets to ensure they are properly diversified.

The third chapter in the series from Standard Life Investments looks at the macro and market outlook in emerging markets for 2015.

RWC has joined a raft of asset managers bulking up to launch emerging market equity strategies, ahead of a possible turnaround in investor appetite for the asset class.