Kristin J Ceva, Managing Director, Payden & Rygel, writes that Emerging Market Debt (EMD) has continued to develop as an asset class, bringing with it a new subset of countries—EM frontiers.
Geopolitical tension has surpassed inflation as the primary concern of sovereign investors and is prompting greater interest in allocating to emerging markets, according to the twelfth annual Invesco Global Sovereign Asset Management Study.
Robeco is launching its Emerging Markets ex-China Equities fund, a SFDR Article 8 fund which is designed to allow investors to calibrate its China exposure separately.
They have underperformed their developed counterparts for over a decade but if fund manager predictions are anything to go by, emerging markets look set to return to favour this year.
Investment consultantcy Bfinance has published a report looking at the growth of Global Emerging Markets (GEM) ex-China equity strategies. Research has identified 45 asset managers now running live GEM ex-China portfolios – a significant increase from just three in 2017.
Matthews Asia has launched a suite of Emerging Market Funds, designed to provide investors with the ability to customise their Emerging Market exposure.
Fund managers are returning to emerging market stocks as China emerges from its “draconian” zero Covid policy and inflation continues to put pressure on developed economies.
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