Fund managers who made their names in rising emerging markets have endured a tougher time for much of the last year, but who has weathered the storm and come out on top?
Luxury stocks normalise for slower era of growth
Julie Dickson, equities portfolio manager at Ashmore, says despite a huge growth in the asset class, frontier markets remain an under-allocated asset class.
Manager of Global Dividend fund sells Nestlé and Coca-Cola in favour of ‘pure' emerging market exposure.
Emerging market investors are misguided if they believe they can buy both long-term winners and growth companies, according to BlackRock's Sam Vecht.