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...“Investors are concerned about geopolitics,” said Minyue Liu, investment specialist at BNP Paribas Asset Management....
...But he resigned from GLG as his returns were starting to go down, and joined Louis Bacon’s hedge fund Moore Capital Management in 2008....
...management since the global financial crisis of 2008 — in a move that had “obvious Chinese characteristics”....
...now, which makes broad EM look a bit better.”...
...“In EM there is too much focus on China,” said Rajiv Jain, chief investment officer of GQG Partners, a $120bn asset manager known for its bets on emerging markets, “but the rest of EM is doing fine”....
...*Ignites Europe is a news service published by FT Specialist for professionals working in the asset management industry. Trials and subscriptions are available at igniteseurope.com....
...Likewise, MSCI EM Asia, the index my ETF tracks, is supposed to include emerging market countries only. So no Japan, Singapore and Hong Kong....
...The company reported a 13 per cent drop in assets under management to $55.9bn, due to outflows of $11.5bn in the year to June 30, which it said was due to clients shifting asset allocations to more “safe...
...JPMorgan Asset Management....
...Send any stories of crazy pay packages my way: harriet.agnew@ft.com Meanwhile Marshall Wace seems to be taking the view that if you can’t beat ‘em join ‘em: Its flagship Eureka hedge fund this year added...
...Those keen to build up emerging markets exposure generally talk about “EM . . . ex China”. Asia strategies have become “Asia ex China”....
...Dina Ting, head of global index portfolio management at Franklin Templeton, says: “People are recognising that this is a market they can’t ignore.”...
...when Vanguard, in 2013, shifted its giant Total Stock Market Fund from tracking an MSCI index to a new one created at its behest by the Chicago-based CRSP (as well as switching to FTSE Russell’s cheaper EM...
...Now a trillion under management (that’s a lot!)...
...There are £4bn in assets under management in UK retail funds focused on India and the Indian subcontinent, double those in China-focused funds, according to IA data....
...Liability management draws in Miami crowds The sun was shining, the ocean beckoning....
...EM bond ETFs saw $3.2bn of selling, the largest outflow for a year, while EM equity ETFs leaked $1.7bn, their first net outflow since mid 2021....
...It didn’t pan out any better than the EM value forecast....
...“This is not a framework for rejection or selection, rather a series of working titles to allow effective investment and portfolio management,” Actis says....
...Mark Mobius, one of the founders of emerging markets investing, is to step down from his eponymous firm after a 40-year career in asset management....
...In 2023, Gramercy’s flagship multi-strategy fund returned 16.7 per cent net of fees compared with 11 per cent for the JPMorgan EM Equal Weight Total Return index, which blended the bank’s three best known...
...But MSCI’s EM index that excludes China, launched in 2017, is gaining increased attention recently from investors....
...Rather than allowing food waste to rot, you essentially pickle it, by spraying, or sprinkling via a bran, a mix of microorganisms such as lactic acid, fungi and yeast (an exact formula, “EM-1”, is patented...
...Morgan EM Local Government Bond UCITS ETF, ticker SEML)....
...Goldman Sachs Wealth Management has consistently swum against this current....
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