emerging markets

London-based global manager Man Group has launched a high-conviction Asia ex-Japan equities strategy following the recruitment of Andrew Swan from BlackRock and a small team to be based in Sydney and Hong Kong. Swan, who spent the past nine years running, at first, BlackRock’s Asian fundamental equities strategies and then Asian-plus-emerging-markets funds, has focused on…

A lot of us spend an inordinate amount of time reading through erudite commentators on anything related to markets. ‘Stay informed’ is a common headline logo. Does this collective wisdom improve investment decisions? The current equity rally has a fountain of opinion on why and what it means. Wordplay is part of the fun: FOMA,…

Investing in emerging markets is a bit like making a soufflé: it’s a courageous undertaking fraught with the risk of things not working out as hoped. EM economies may be buffeted by political strife, currency crises, and other upheavals, leaving investors a bit deflated.