Emerging Markets

Emerging market debt has been one of the more lively sectors over the past year, with a sharp sell-off in 2013, but are there any opportunities for managers now?

POLITICAL RISK

Terry Smith's Fundsmith Emerging Equities trust invested just 15% of its portfolio in the five weeks since listing, as the manager takes a cautious approach to his first foray into emerging market investment.

Investors looking for emerging market exposure could do better than back European-listed multi-nationals trading on high multiples. We highlight five of the best locally-listed, cheaper emerging market stocks.

Schroders is launching an onshore version of its ISF QEP Global Emerging Markets fund, to be managed by the QEP investment team headed by Justin Abercrombie (pictured).

First State Investments' head of emerging markets debt Helene Williamson argues EM debt valuations have moved away from other fixed income markets, leaving it looking attractive.

Argentina defaulted on its debt payments late last month after talks between a group of bondholders and the country collapsed, but it is not the only emerging market which looks vulnerable to a financial shock.

Investors are needing continual confirmation of their convictions in order to stay invested, and this is having an impact on emerging market indices, explains Nick Henderson from Skagen Funds.

EMERGING MARKET DIVIDENDS

EMERGING MARKETS