Emerging Markets

Emerging market debt investors are shunning low yielding regions in anticipation of a further rise in treasury yields this year.

We are living through a phase when investors say they like Western shares and dislike emerging market shares.

TIP OF THE WEEK

Emerging markets are facing an "unpleasant cocktail" of macroeconomic headwinds, but these are cyclical pressures that represent a buying opportunity, says Jupiter's Kathryn Langridge.

John Duffield's New Star investment trust has revealed a holding in the Fundsmith Equity fund, managed by City financier Terry Smith.

The re-opening of the Egyptian stock exchange has been further delayed as the exchange head rejects calls to cancel trades placed in the last few days it was open.

Baillie Gifford is planning to soft-close Richard Sneller's Emerging Markets Growth fund on 6 April as assets have passed the £1bn mark.

Schroders' chief economist Keith Wade says higher commodity prices are hampering economic growth as soaring oil and food costs take their toll on consumers.

SHOULD YOU FLEE EMs?

J.P. Morgan Asset Management has launched the JPM Emerging Markets Currency Alpha fund, targeting a return of EUR cash plus 8%.