Our global and Asia EM businesses are already world leading … now we’re going to raise the bar even higher! Welcome to MKTX Dan Burke !
Thrilled to announce that Dan Burke has joined MarketAxess as the Global Head of Emerging Markets! See more here: https://okt.to/BA5CEx
With compelling valuations and strengthening fundamentals, frontier markets are starting to move back onto asset allocators’ radars as the external backdrop improves. Emerging Markets Fixed Income Portfolio Manager Thys Louw, CFA warns that careful navigation is key but sees the potential rewards as substantial. https://nty.one/4bCKIdH #Fixedincome #emergingmarkets #emergingmarketdebt #frontiermarkets #frontiers #Egypt #Kenya #Zambia
Joe Collery on the intricacies of trading emerging markets The head of trading at COMGEST gives us a detailed insight into the unique challenges (and opportunities) in trading emerging markets. #trading #emergingmarkets #finance #markets #Q124 #GlobalTrading https://hubs.li/Q02xxHlB0
While the valuation gap is not as extreme as it was in the fourth quarter of 2022, Portfolio Manager & Senior Research Analyst Michael Arno believes attractive opportunities remain in local emerging markets offering both high nominal yields and real yields: https://bit.ly/3Nw3wks
I am a man on a mission. A mission to show how the world’s growth markets can be a source of super alpha for active investors. Milltrust's multi-specialist Emerging Markets Platform has been delivering investment solutions to institutional investors for over a decade. Our platform houses some of the best-performing country specialist teams from across the developing world, including China, India, Korea, ASEAN, Brazil, and Africa. These teams each run a concentrated, high conviction, bottom up strategy of 20-40 stocks in their respective country market within a sub-fund on the Milltrust EM Platform. Our newest strategy offers investors exposure to the top 3 to 8 highest conviction stocks from each country strategy into a single vehicle of 30-40 stocks. This high alpha product has a >5% annualized alpha target. We have been running this as a representative portfolio by carving out the best ideas from each country strategy since April 2020. Our GEMS Alpha portfolio showcases a select group of companies, with their dynamic growth in key economic sectors, generating outsized annualised returns which compare with the Magnificent Seven over recent years but with a much broader industry representation. This challenges the traditional view of emerging market returns and highlights the potential in a carefully curated selection of stocks. To learn more contact one of our team at Milltrust International #manonamission
While the valuation gap is not as extreme as it was in the fourth quarter of 2022, Portfolio Manager & Senior Research Analyst Michael Arno believes attractive opportunities remain in local emerging markets offering both high nominal yields and real yields: https://bit.ly/3Nw3wks
Within Emerging Markets countries, middle class consumer spending is expected to grow from $30 trillion in 2015 to $60 trillion by 2030. With that backdrop, is this an opportune time for investors to be considering EM in their portfolios?
Stage set for ‘unloved' markets in 2024: According to these fund managers, emerging markets and global markets ex-US, which have delivered historically underwhelming returns, could offer the next pockets of opportunities in the year ahead. https://bit.ly/48OHSQm
Join us on the 2nd of July at 11:00 BST / 12:00 CEST / 14:00 GST as Mehdi Kaoukabi, Portfolio Manager at FIM Partners, discusses the opportunities available to investors in MENA equities in a webcast moderated by IPE. With the MENA region becoming a significant part of the MSCI EM Index over the past few years, it is a space that is increasingly interesting for EM investors. As one of the fastest growing markets in the emerging world, we believe there is a structural case to hold MENA equities for global institutional investors and asset allocators. https://lnkd.in/d8UUmsBC
How do the ‘property nerds’ from InvestorKit accurately predict emerging markets? Discover in this quick video, the behind-the-scenes team and how they do it. #InvestorKit #PropertyInvestment #MarketTrends #FinancialProsperity #ResearchDriven #DataAnalysis #InvestmentPrinciples
🚀At an online event yesterday, there was a collaboration between some investors in emerging markets and @NODO 🌟This was to discuss strategies for builders and operators 👀insights from some leaders provide guide to success in these markets. Read more here https://lnkd.in/diaxvwnZ
