Emerging Markets

SmartGARP bounces back

Emerging markets still sensitive to US policy and currency moves

Fund buyers are taking profits in frontier markets after the recent reshuffle of constituents and a strong run of performance.

With globalisation under pressure, Samy Chaar, strategist at Lombard Odier Investment Management, asks if a new mantra of regionalisation and non-dollar currency trading could become the norm

'The biggest issue facing markets is Ukraine'

Fund boutique Alquity has launched a concentrated emerging market equity fund investing in stocks that meet its responsible investment criteria.

The Brazilian government's economic policies have been a particular bugbear for investors, who have turned their back on the country in recent months, but a number are now increasing their exposure in the expectation there may be a rally if the voters...

China's growth recovery shows economic reforms are working

Vietnam and Romania are prime candidates for an upgrade to the coveted emerging market status, and could soon follow in the footsteps of the UAE. Charlemagne's Bokor-Ingram explains why.

First State Stewart manager Glen Finegan is to leave the firm at the end of his sabbatical, rather than return to manage money, Investment Week can reveal.