Jeremy Thomas, manager of the Brunner investment trust, says history tells us the EM crisis is far from over, but managers should not stop searching for low entry points.
David Jane, founder of Darwin Investment Managers, has bought back into gold and gold miners, in the view the asset bottomed at the end of last year.
Gold ETFs have started seeing inflows for the first time in months, as political turmoil in the Ukraine and weak Chinese data pushed investors into safe havens.
Frontier markets delivered a positive return in January, as local ‘sticky money' stayed put in the face of heavy outflows from EMs.
Active emerging market equity managers have been given a further incentive to invest ‘off benchmark' after recent market falls emphasised the role played by ETFs.