EM

EMs

A number of global emerging market fund managers have been cutting exposure to the defensive consumer staples sector, as fund buyers warn their positioning has damaged performance.

A leading emerging markets specialist has said China remains a compelling investment proposition, despite the slowing growth in the region.

Emerging market sovereign bonds have become overpriced following a surge in inflows as investors hunted for higher yields, City Financial's head of multi-asset Mark Harris has said.

Investors have shown more interest in emerging market funds than any other asset class in Q1, according to Morningstar.

INFRASTRUCTURE

Willem Verhagen, senior economist at ING Investment Management, investigates which ‘fundamentals' really matter for the euro.

Justin Wells, manager of the UBS Emerging Markets Equity Income fund, reveals where he is finding the best income opportunities across emerging markets.

Frontier markets are less volatile, more diversified and a better bet for dividends than their broader emerging market peers, according to HSBC's Andrew Brudenell.

Lombard Odier Investment Managers (LOIM) is merging its global and emerging fixed income arms into a single unit.