Interview

Why we are dipping our toes back into EMs

UCITS V rules ‘address problem that doesn’t exist’

'Investors must still beware Asia’s corporate pitfalls'

Some investors love the return potential of frontier markets, while others consider them volatile and expensive.

Within the emerging markets space, fears of a hard landing and shadow banking combined with poor performance have led many investors to avoid China.

Andy Ng, manager of the Tokio Marine Asian Equity fund, explains the sectors and themes best placed for growth in a rapidly evolving continent.

As the oil price falls below $80 per barrel and other commodity markets also struggle with limited supply, investors are steering clear of resources funds, but some managers see these conditions as an investment opportunity.

‘Targeting volatility can leave you behind the curve'

'Charges debate is about value as well as clarity'

‘How we are using alternatives to dampen volatility’