Hong Kong-based asset management firm Value Partners Group has expanded its Global Emerging Markets (GEMs) equity strategy across Europe and the UK. Value Partners has launched the Dublin-domiciled fund Value Partners’ GEM Equity strategy in an Ucits format, which – aimed at UK and European investors – uses Value Partners’ SMART alpha/beta investment process that combines quantitative […]
Asian asset manager Eastspring Investments, part of financial group Prudential, has recently appointed former Schroders and Pimco’s equity head Virginie Maisonneuve as its new chief investment officer. Speaking recently during a media briefing in London, Eastspring’s CEO Guy Strapp (pictured) highlighted that Maisonneuve’s role will be key to the development of the company and that […]
AXA Investment Managers (AXA IM) has announced the launch of its global emerging markets small cap strategy, aimed at providing investors access with a market capitalisation between $100m and $2.5bn. According to the French asset manager, emerging market small cap equities are frequently mispriced and therefore a source of alpha potential for investors. AXA Rosenberg […]
Kristoffer Stensrud, portfolio manager of the Skagen Kon-Tiki fund, has commented on the situation in emerging markets in 2013 and early 2014
Italian asset manager Azimut explains the attraction of doing business in countries such as China, Turkey and Brazil.
With growing attention to China’s economic policy, fund managers are shifting their focus within domestic consumption away from the more direct plays in consumer staples and discretionary into IT and telecoms, according to research by S&P Capital IQ.
Finisterre Capital, has appointed Darren Walker as portfolio manager on the Finisterre Global Opportunity Fund.
Parag Khanna, senior research fellow at think-tank New America Foundation and senior fellow at the European Council on Foreign Relations, has spoken about Asia’s place in globalisation at a conference hosted by Norwegian manager Skagen.
Emerging Europe is one of the most promising economic regions in the world, despite the negative economic climate in neighbouring Western Europe, according to Edmond de Rothschild Asset Management.
iShares has launched the first dollar denominated emerging market corporate bond exchange traded fund (ETF) available in Europe.
Benchmarks investing is as widespread as it is flawed. Markets are not efficient, so passive hugging of benchmarks is not risk free. Moreover, in emerging markets many of the opportunities are off-benchmark opportunities. Benchmark investing increases risks and lowers returns.
Deep value multi-strategy investment manager Worldview Capital Management, initially formed as part of Deutsche Bank’s Quantitative Value Team but now independent, has launched an emerging markets multi-asset strategy believed to be able to range across major asset classes, and drawing on a diverse range of skill-sets and experience of individuals both within the firm and beyond it.