Not exact matches
LONDON, April 20 - British
emerging markets -
focused hedge fund Onslow Capital Management has closed after a long period of low volatility hit returns and assets fell below a sustainable level, it said in a letter to
investors.
Patricia Oey, a senior analyst at Morningstar who
focuses on ETFs, said
investors should be aware of volatility in
emerging market bonds.
And while
investors can profit in
emerging markets, they should beware loose - money policies imported from the West and
focus on trades in those
markets, not long - term investments.
Global equity
markets broadly appear to be pricing in significant earnings growth, but we believe some regions such as Europe and Asian
emerging markets were more attractively valued than their US counterparts as of late 2017, making it increasingly important for
investors to
focus on individual company fundamentals.
Also undeterred is
investor demand for international equity exposure
focused largely on developed and
emerging markets.
There are also numerous
emerging market ETFs that can give
investors broad diversification to a number of countries or narrow
focus to a single country, says Zamorano.
Seafarer argues that most
emerging markets investors have traditionally had a rational
focus on growth.
In this fund,
investors have exposure to
emerging and developed
markets with a
focus on India, China, and the United States, which could help reduce volatility compared to other pure plays.
In most instances, in terms of risk - reward, I expect better growth investments will be found locally — so
emerging & frontier
markets and stocks should become a dominant
focus for
investors who are serious about protecting & increasing their long - term wealth.
But for income -
focused U.S.
investors willing to take some risk,
emerging -
markets bonds offer generous yields — typically between 4 % and 5 %.
But in terms of their trailing medium - term returns & significant valuation discounts (see here & here), this burst of out - performance is none too surprising... Regardless, I'd expect the vast majority of
investors to remain
focused on seeking gains closer to home for the foreseeable future, while any developed
market wobbles would likely infect
emerging & frontier
markets anyway — so exposure via high quality / growth Western companies still appears to offer better risk / reward.
The CIO went on to encourage
investors to invest more in Europe and
emerging markets (both lagged North America significantly in 2014), reduce their bond allocations (bonds had their best year since 2011), and declared that «dividend stocks will continue to pay off» (several popular dividend -
focused ETFs in Canada and the US underperformed the broad
market).
See the
Investor Handbook for more information on Franklin Templeton 529 College Savings Plan, including sales charges, expenses, general risks of the Plan, general investment risks and specific risks of investing in Plan portfolios, which can include risks of convertible securities; country, sector, region or industry
focus; credit; derivative securities; foreign securities, including currency exchange rates, political and economic developments, trading practices, availability of information, limited
markets and heightened risk in
emerging markets; growth or value style investing; income; interest rate; lower - rated and unrated securities; mortgage securities and asset - backed securities; restructuring and distressed companies; securities lending; smaller and midsize companies; credit linked securities, life settlement investments, and stocks.
But eventually the
market will wake up &
focuses on absolute fundamentals — at that point,
investors will re-discover the over-whelming superiority of the fiscal & growth (among other) advantages
emerging & frontier
markets still enjoy vs. developed
markets.
A specific IR
focus on the following potential
investors could prove very effective: a) your own customers & counterparties, b) Islamic institutions, charities, (ultra) high net worth families & individuals etc., and c) perhaps most promising —
emerging / frontier
markets & MENA investment fund managers.
For
emerging markets, I do think it's worth devoting time & research to cherry - picking the best
markets, whereas for frontier
markets most
investors can still comfortably
focus on finding a decent frontier
markets fund or two to invest in.
Recognising that investment levels in renewable energy are still far from what is needed to decarbonise the energy sector, the Business and
Investor's Group (co-chaired by the Global Wind Energy Council (GWEC) and the Global Solar Council) within the Coalition has
focused its efforts during the last year on the topic of scaling up of renewable energy investment in
emerging markets.
The company has created important partnerships, professional synergies and relationships
focused on identifying Clients and
Investors coming from consolidated economies and
emerging markets.
Emerging Trends Europe respondents made it clear that the
focus is on high - quality assets in the strongest
markets, but that
investors are taking more risks to achieve target returns.