EM

CONTRARIAN

Fears over US monetary tightening, rate hikes, and recession triggered the 1987 stock market crash, and there are parallels with today's market environment, said Société Générale's Albert Edwards.

Developed equities attracted the bulk of inflows into exchange traded funds (ETF) in the second quarter, according to the latest figures from iShares, as investors continue to shy away from emerging markets.

BIG INTERVIEW

Aberdeen Asset Management was hard hit by June's market sell-off, which contributed to a 1% drop in AUM for the asset manager in the second quarter of 2013 compared to the end of March.

Four managers reveal their recent asset allocation moves and top picks from the EM equity space.

Bond fund managers have been returning to emerging market debt in the last few days following the dramatic sell-off in the sector, after a strengthening dollar sent prices spiralling.

Brazil's elimination of foreign investment taxes has met with a mixed reaction as emerging market nations seek to restore their attractiveness to investors.

Austrian fund manager Raiffeisen Capital Management has introduced sterling share classes on three of its emerging market equity funds.

Goldman Sachs Asset Management (GSAM) has launched an emerging market debt fund which will actively allocate across government and corporate debt, and across currencies.