Four managers reveal their recent asset allocation moves and top picks from the EM equity space.
Wealth managers are shifting money from holdings in developed equity markets to emerging markets, as part of a move to take advantage of the sell-off which has engulfed developing economies. Investors are starting to turn bearish on developed markets, having enjoyed a great run so far this year, with speculation QE in the US may be curtailed driving down equity valuations. Emerging market equities have by no means been immune to changing sentiment, with valuations tumbling alongside rises in major markets such as the FTSE 100 and S&P 500, but as many regions have made losses year to d...
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