Emerging Markets

Are hedge funds a blessing or a bogey-man for the world's capital markets? When it comes to emerging markets, the answer seems to be ‘it depends'.

HSBC Global Asset Management will launch an absolute return global emerging markets fund later this month.

Old Mutual's Stewart Cowley has increased exposure to corporate bonds from 15% to 25% this year in his Global Strategic Bond fund, focusing mainly on the lower end of investment grade.

The panel discusses the recession vs recovery debate and how the developed world and emerging markets are affected by the crisis

J O Hambro Capital Management is considering a follow-up launch to its Global Emerging Markets fund this month, with a small- and mid-cap version.

Martin Currie is to hire a new manager for its $255m Asia Pacific Sicav to work alongside Jason McCay and Richard Evans.

Emerging markets managers are deviating from benchmark weightings, arguing they miss out areas of greatest potential economic growth and investment opportunities.

Sanlam Investment Management's Kokkie Kooyman has boosted exposure to emerging market banks in the Global Financial fund from 60% last September to 64%.

Allianz RCM's Dynamic Growth to comprise high and low volatility asset classes, weighted 70/30 towards former

Commodity funds have attracted a lot of interest lately, on the back of some very spectacular gains, writes Castlestone's Brad Yim.