Regions - Emerging MarketsRSS
The short Japanese government bonds (JGB) trade suddenly began to look at lot less fearsome last week
A weaker yen and private sector debt pile could sow seeds for next Asian crisis according to Stephanie Kretz, private banking investment strategist for Lombard Odier.
BlackRock has agreed to acquire MGPA, an independently-managed private equity real estate investment advisory with a foothold in the Asian and European markets.
The relative strength of the high yield market has come as a surprise to many, given its low absolute yield on a historic basis. Yet some investors argue the sector has even further to go.
GAM fund manager Alex McKnight believes talk of a 'great rotation' from bonds into equities is overblown and explains why opportunities in the convertibles market look compelling.
A roundup of some of the best analyst commentary on shares, including Afren and Amlin.
Speaking at the Private Client Manager Retreat in Hampshire, Odey's macro expert Tim Bond warned on the Tiger's increasing number of special purpose vehicles that 'aren't working'.
Abenomics has scored an early victory with resounding first-quarter growth of 3.5%, the highest among the G7 group of developed economies, while Q4 2012 numbers were revised up from zero to 0.3%
Cornelian Asset Managers' chief investment officer Hector Kilpatrick has taken some profits on equities and bumped up his Treasury weightings.
Ignis' European small & medium cap manager Ian Ormiston asks if equity markets can continue to deliver and if the fall in gold is precipitating a similar collapse in equities.
First State to soft close its top performing Global Emerging Markets Leaders fund to new investment.
PIMCO bond star increases weightings across host of asset classes, including upping his already significant position in treasuries.
Aberdeen’s Max Wolman believes investors should shift a portion of their fixed income allocation out of over-indebted developed countries into higher yielding emerging markets, despite the long-held view emerging market debt is much riskier.
Angus Tulloch, manager of the First State Asia Pacific Leaders fund has warned of the negative impact of sustained rising oil prices on Asian economies.
EMEA Capital has hired former UBS head, Can Uran, as managing partner and chief investment officer.
The Asia Pacific veteran remains in cautious mode, wary of high yielding companies that can't deliver, and Singapore's overheating property market.
Hywel George, founder and manager at Integral Asset Management, discusses why he is heavily weighted towards emerging markets through exchange traded funds (ETFs) and his negative outlook for gold
The world's second economy appears to be gathering momentum as both import and exports beat expectations, but the validity of the data has been questioned by analysts.
Charlemagne Capital's chief investment officer Julian Mayo explains why he has moved to an overweight position in Brazil in his latest column for Wealth Manager.
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Aberdeen Live supplement: Fundamentals point to ongoing flows and solid returns from EMD
After a record year for inflows and market-leading performance in 2012, emerging market debt has taken a large step towards the mainstream. Our recent debate covers the outlook for the asset class this year and where opportunities can be found.
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