Fund managers are pouring money into emerging markets. Here’s where investors see opportunities
Volatility has gripped global equity markets this year — and according to some asset managers, now could be the perfect time to rethink emerging markets.
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7 days ago
20 days ago
Trade war a bigger challenge for EM central banks than Covid, says IMF’s Gopinath
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a story from Financial Times ✅ › Financial Times
Fund deputy warns policymakers are ‘steering through the fog’ as they weather Donald Trump’s unpredictable tariffs
22 days ago
How tourists alerted this fund manager to sell Moncler before its stock plunge
Fund manager's caution wasn't borne out of analyst reports or financial analysis, but from a "good short-term guide to luxury industry writ large".
34 days ago
How a Schroders fund manager doubled returns on a 'rubbish' stock in 3 months
Fund manager Simon Adler said he was "happy to buy the worst business you have ever conceived, provided it is cheap enough."
36 days ago
Fund managers turn away from US exposure amid tariff fears
Four out of five fund managers, some 80 per cent, said they think tariffs will be partially reintroduced by Trump when last month's tariff pause comes to an end on 8 July.
42 days ago
Wall Street’s sudden rebound catches investors ‘offside’
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a story from Financial Times ✅ › Financial Times
Fund managers were positioning for a US economic downturn before America and China forged a trade pact
58 days ago
Fund manager owns just one Mag 7 stock after dumping Meta stake: ‘You have to pick the stock you really believe in’
The Blue Whale growth fund has returned more than 130% since its launch in 2017.
Fund manager owns just one Mag 7 stock after dumping Meta stake: ‘You have to pick the stock you really believe in’
The Blue Whale growth fund has returned more than 130% since its launch in 2017.
62 days ago
Europe’s debt set to surge again in new era of uncertainty, IMF warns
But the Fund gives its implicit backing to Chancellor Rachel Reeves’ plans to stabilize U.K. public finances.
63 days ago
IMF predicts Trump tariffs could drive public debt to postwar high
Fund warns global government debt could reach 117% of output by 2027 or worse if trade tensions intensify