EM Report 2011

HiredThere are those who say many of us still lack enough exposure to emerging markets. As problems in the developed world persist, Nick Fitzpatrick asks fund managers why he should invest in their particular assets.

ShoesMany developed world companies have turned to emerging markets to access growth, particularly in recent years. Nick Fitzpatrick talks to fund managers about benefiting from this through global funds.

Currency-bondsWith low interest rates in the developed world, poor economic growth and lingering fears of an unstable dollar, is it any wonder that investors are turning to local currency bonds – again – to increase yields, asks George Mitton

rusty-tractorThe uprisings in parts of the Middle East and North Africa may not have had a direct impact on investments, but the reverberations will certainly be felt. Angele Spiteri Paris reports

Russian-DollsDespite the first listing of a company on the Hong Kong stock exchange, Russia continues to bear the brunt of the financial crisis as international investors reveal their cautious side. Fiona Rintoul reports

Africa-CoffeeAfrica’s compelling demographics and surging growth have convinced many investors to enter this market. But the continent remains a frustrating place, held back by lack of infrastructure and scarred by war. George Mitton reports

Made-in-ChinaAs the twelfth five-year plan is outlined in China, Claude Tiramani of Lutetia Capital, expands on what this could spell for the country, its inhabitants and what effect, if any, it could have on the global economic climate­.

Western-BankThe Aifm Directive has placed much stricter liability on depositories regarding assets. Nicholas Pratt examines how these changes could impact the servicing of emerging market funds.

Sponsored articles

Mar 16, 2017

Portfolio Manager Davide Cataldo discusses the results of the Pioneer Investments’ survey on liquid alternatives and how investors can be encouraged to increase their allocation.

Mar 16, 2017

Heightened margin requirements for cleared and uncleared OTC derivatives pose a challenge for legitimate hedging activities and are driving financial institutions to explore alternative hedging...

Mar 16, 2017

Blockchain aims to radically change the way investors can access funds, says Olivier Portenseigne, Managing Director and Chief Commercial Officer of Fundsquare.

Mar 16, 2017

Greater efficiency must be embraced to ensure regulatory changes do not destroy choice for fund buyers, says Bernard Tancré of Clearstream.

Executive Interviews

CEO INTERVIEW: Munro gains three-year track record

Mar 16, 2017

Aviva Investors’ annual results this month were the third set since Euan Munro took over as CEO. Nick Fitzpatrick speaks to him about the ‘Aims’ fund at the heart of the firm’s outcome strategy.

DISTRIBUTION INTERVIEW: Tales of the unexpected

Mar 16, 2017

Laurence Terryn, a fund selector at Candriam, tells David Stevenson how the twists and turns of the past year’s macro environment flavoured her approach to fund selection.

Roundtables

ASSET SERVICING ROUNDTABLE: Under pressure

Mar 07, 2017

Funds Europe speaks to leading Luxembourg industry figures about the growing regulatory demands on asset servicers and how to remain profitable in spite of major investments in technology.

SEC LENDING ROUNDTABLE: Both a borrower and a lender be

Jan 11, 2017

Industry heavyweights, including agent lenders, discuss issues affecting the securities lending sector such as regulation and the types of collateral being used.