Emerging Markets: Key drivers powering portfolios in H2
Aug 3, 2016 14:40:40 GMT 7
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Post by mangomoney on Aug 3, 2016 14:40:40 GMT 7
GEM managers: The key drivers powering our portfolios in H2 and beyond
Six managers reveal top ideas
Six global emerging market managers reveal the long-term growth themes, government policies and individual holdings supporting their funds.
Dean Newman, head of EM equities and manager, Invesco Perpetual Global Emerging Markets fund
Which factors are likely to be the key drivers of the improved outlook for global emerging markets?
Emerging economies are starting to heal after a period of below-trend growth and currency weakness. This, combined with low equity valuations, some improvement in corporate earnings revisions and the possibility of further monetary easing in the developed world, makes me more optimistic about the prospects for emerging equity markets.
While a Brexit fallout remains a risk to global fundamentals, its direct economic impact on emerging economies should be limited, in my view. The main market impact of Brexit appears to be an intensification of the trend toward ever-lower interest rates across the developed world.
more...
www.investmentweek.co.uk/investment-week/analysis/2466179/gem-managers-the-key-drivers-powering-our-portfolios-in-h2-and-beyond?utm_medium=email&utm_campaign=IW.Daily_RL.EU.A.U&utm_source=IW.DCM.Editors_Updates
Six managers reveal top ideas
Six global emerging market managers reveal the long-term growth themes, government policies and individual holdings supporting their funds.
Dean Newman, head of EM equities and manager, Invesco Perpetual Global Emerging Markets fund
Which factors are likely to be the key drivers of the improved outlook for global emerging markets?
Emerging economies are starting to heal after a period of below-trend growth and currency weakness. This, combined with low equity valuations, some improvement in corporate earnings revisions and the possibility of further monetary easing in the developed world, makes me more optimistic about the prospects for emerging equity markets.
While a Brexit fallout remains a risk to global fundamentals, its direct economic impact on emerging economies should be limited, in my view. The main market impact of Brexit appears to be an intensification of the trend toward ever-lower interest rates across the developed world.
more...
www.investmentweek.co.uk/investment-week/analysis/2466179/gem-managers-the-key-drivers-powering-our-portfolios-in-h2-and-beyond?utm_medium=email&utm_campaign=IW.Daily_RL.EU.A.U&utm_source=IW.DCM.Editors_Updates
