Managing Volatility in EMD Emerging Markets, Fixed Income & Credit Emerging market debt is a volatile asset class, but there are ways to manage this volatility through thoughtful portfolio construction, Aviva Investors’ Aaron Grehan says. Read More
Value in Emerging Markets Emerging Markets, Equities Value investing has experienced a resurgence in the past four weeks. We talk to T Rowe Price’s Ernest Yeung about what this means for emerging markets. Read More
Value Rotation in Emerging Markets Emerging Markets, Equities, Webinars It currently appears that we have a bubble in technology stocks, as in 2001. But this time round, it is combined with a deep global recession and a heightened focus on sustainability. Read More
Ping An on Factors in China Chief Investment Officers, Emerging Markets, Equities, Factors, Quant & Systematic The Chinese stock market is driven by different quantitative factors than those in the US and Europe, Ping An China Asset Management (Hong Kong) Deputy CIO said. Steve Zhang speaks to us about the companies quant and machine learning strategies. Read More
Changing Landscape of EM Small Caps Emerging Markets, Equities Emerging market small caps are increasingly professionalising, attracting more experienced management teams who are able to improve margins, cut costs and allocate capital better. We talk to Jerry Zhang and Prashant Paroda of Wells Fargo about the drivers behind this trend. Read More
AustralianSuper on China A-share Search Asset Owners, Emerging Markets, Equities AustralianSuper has provided an insight into its decision making process for a recent mandate dedicated to China A-shares. Read More
Tech & Healthcare Innovation in Emerging Markets Emerging Markets, Equities, Innovation Pandemics have a way of speeding up change and innovation. We speak to Kunjal Gala at the international business of Federated Hermes about what this means for emerging market equities. Read More
Diversification through China A-shares Emerging Markets, Equities One of the reasons to invest in China A-shares is diversification. So how have these equities held up during the current pandemic-driven financial crisis? We speak to UBS AM’s Geoffrey Wong to find out. Read More
The Factors of Emerging Market Debt Emerging Markets, Fixed Income & Credit Finisterre Capital’s Raphael Biosse-Duplan says investors should worry less about the geographical definition of emerging markets and more about what factors set this asset class apart from others. Read More