EM

IW podcast for November

EM economies most vulnerable

Ross Teverson, Jupiter's global emerging markets (GEM) head of strategy, has introduced formal sector analysis responsibilities across the team for the first time and scaled back the number of holdings in his new portfolios.

Extreme price moves spell tough times for bond investors

Lazard Asset Management's Stephen Russell has pointed to off-benchmark positions as a driver of returns for his EM Core Equity fund as a growing number of global stocks turn to the developing world for revenue growth.

Fund managers are urging caution following a dramatic week for investors, saying the traditional strategy of buying on market falls may no longer make sense.

Emerging Market debt

An industry's obsession with short-termism

Steering clear of the asset gatherers

EMERGING MARKETS