Emerging Markets

Fund managers are urging caution following a dramatic week for investors, saying the traditional strategy of buying on market falls may no longer make sense.

The broad sell-off across equity markets this week is just a mid-cycle correction and will only make the equity rally last longer, Fidelity's Dominic Rossi has said.

Focusing on the hubbub over emerging market elections means investors will miss the best opportunities. Take China and Korea, which stand out as value havens, says M&G's Matthew Vaight.

CHINA

Old Mutual Global Investors has appointed two investment boutiques, specialising in Brazil and emerging Europe, to manage its emerging market ex-Asia exposure across its £5bn multi-asset portfolios.

Emerging markets specialist Ashmore has partnered with ETF provider Source to launch a suite of actively-managed emerging market debt ETFs.

Emerging Market debt

Emerging Markets

‘The main issue facing clients is interest rates’