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Carmignac: the five biggest China and EM themes of 2014
Haiyan Li-Labbé, Chinese analyst for Carmignac Gestion in Paris, forecasts the outlook for China and other major emerging markets in the year ahead.
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Domestic investors will sustain Japan rally in 2014 says Robeco Apac head
This time is different for the Japan’s stock market as domestic interest in equities is on the up, says A-rated van Rijn.
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JPM's Stealey removes EM local currency as downside risk grows
The Citywire A-rated bond manager has reduced EM local currency exposure after a short term rally but still believes that attractive long term EMD fundamentals are in place.
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AllianceBernstein launches 'grassroots' EM consumer fund
The US giant is launching a new fund which aims to target the 'EM success stories of tomorrow', Citywire Global can reveal.
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China small cap manager wins big as screws turned on SOEs
Having avoided state backed companies for a decade, Chinese equity manager Anna Ho has seen her small and mid-cap loyalty pay off with a turnaround in performance.
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Investec's Eerdmans: taper delay was to 'teach market a lesson'
Investec's co head of EM fixed income says the Fed's stalling was a reaction to markets tightening too much too soon.
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Kames Capital strengthens fixed income team with new hire
Former Citibank derivative specialist joins the Edinburgh-based investment firm's 26-strong fixed income team.
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€1.4bn bond manager ups peripheral debt bet to 20%
Robeco’s Kommer van Trigt positions one-fifth of global strategy towards the eurozone’s most debt-laden nations.
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Calamos readies corporate changes as former star exits
Investment firm unveils plans to increase employee-ownership while senior member of staff formally leaves.
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An alternative look at 2013: the year’s biggest Alt Ucits stories
From star names exiting to new strategies emerging, Citywire Global takes a look at the most read Alt Ucits articles from the past year.
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Emerging markets will be 2014’s 'wild card', says DeAWM
FRANKFURT: In an outlook presentation, a team of the German group’s portfolio managers explained how tapering will create opportunities.
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