Is now the time to increase exposure to emerging markets? (Part I)

clock • 12 min read

After months of capital outflows and uncertainty, the Federal Reserve's decision to hold rates in September could provide emerging markets with some respite.

Simon Evan-Cook, senior investment manager, Premier multi-asset funds Valuations are improving The only game in town a few years back, emerging market equities have been falling out of favour ever since. They are widely despised now: all the positive arguments have been forgotten, with focus back on the perennial negatives. Valuations, meanwhile, have been improving. On that basis alone, this is a great buying point for long-term investors and we are buying more. We are well aware the macro looks horrible, and that it may well get worse from here. But we are not from the 'Lord make m...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Emerging markets

 PGIM Fixed Income's Cathy Hepworth: How Trump's policy agenda will impact emerging markets

PGIM Fixed Income's Cathy Hepworth: How Trump's policy agenda will impact emerging markets

Markets are diversified

Cathy Hepworth
clock 29 January 2025 • 4 min read
China's central bank switches to one main interest rate in major overhaul decision - reports

China's central bank switches to one main interest rate in major overhaul decision - reports

To behave more like other central banks

Sorin Dojan
clock 03 January 2025 • 2 min read
Kepler Partners' Josef Licsauer: Tariff tightropes

Kepler Partners' Josef Licsauer: Tariff tightropes

Trump's plans causing uncertainty

Josef Licsauer
clock 13 December 2024 • 6 min read
Trustpilot
Loading page