Patrick McKenna, Deputy Head of Multi‑Management, Mediolanum International Funds, writes that emerging markets have long been treated as a natural source of diversification in global portfolios.
Jamie Tadelis, Chief Product & Investor Officer, SC Lowy, writes that private credit is entering a more demanding phase.
Underperformance among active global equity managers is driving investors to seek emerging market opportunities, the latest bfinance Manager Intelligence and Market Trends report reveals.
Hamid Asseffar, former head of EMEA sustainable and impact investing at Invesco, has launched T50, an Irish ICAV investment platform focused on helping institutional and professional investors efficiently capture untapped investment opportunities in emerging markets through both listed and blended finance solutions.
Carlos Von Hardenberg, Investment Manager, Mobius Investment Trust writes that emerging markets are some of the hardest hit by new US tariffs.
Carlos Von Hardenberg, Co-founder of Mobius Capital Partners, writes that over the past 15 years since the Global Financial Crisis, the United States Dollar (USD) has strengthened significantly, particularly against emerging market currencies, leading to widespread undervaluation compared to historical averages.
Gemcorp Capital, a specialist investor bringing private credit to emerging markets, has recently published a whitepaper entitled Unmasking the Potential: Navigating Opportunities, Myths and Strategies in EM Private Credit.
Kristin Ceva, head of emerging markets debt strategies at Payden & Rygel, shares insights and highlights where investors may find value in today’s complex macro landscape.
Nuveen, the USD1.3 trillion asset manager and investment manager of TIAA, has launched its Global Emerging Market Debt strategy for investors across Europe and Asia Pacific.
TT International has announced the launch of the TT EM Macro Strategy, a hedge fund investing predominantly across interest rates, foreign exchange, sovereign and corporate credit within Emerging Markets (EM).
