Sat, Aug 30, 2014
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Alternative Market Briefing

Emerging markets, particularly Latin America, offer opportunities

Friday, March 22, 2013

amb
Tom Elliott
From Komfie Manalo, Opalesque Asia:

In an interview with Sona Blessing on Opalesque Radio, Tom Elliott, a global strategist within the Investment Marketing Team at J.P. Morgan Asset Management and responsible for investment communications through the Guide to the Markets suite of products, identified investment opportunities and the headwinds that could lead to underperformance.

According to Elliott, "The headwinds can come from a number of sources: the euro crisis could flare up again. Cypriot banks are down by about 10 billion euro so that needs to be worked out. As we move towards a banking union and there is more and more nervousness about the implications of that. Are north European tax payers, really going to want to be on the line to bail out every little bank that is badly run in the Eurozone? So the Eurozone could throw up some nasty surprises." He also cautions against a possible political problem in the U.S. where there actually shouldnt be one. Then he cites the Middle East with various conflicts going on there. So he says, "He can see areas of potential shocks."

When asked where within emerging markets and within the U.S. equity space specifically, he has spotted investment opportunities? Elliott answered, "Within emerging markets, Latin America is probably our preferred market at the moment. In that we are looking particularly at consumer stocks.......................

To view our full article Click here

Today's Exclusives Today's Other Voices More Exclusives
Previous Opalesque Exclusives                                  
More Other Voices
Previous Other Voices                                               
Access Alternative Market Briefing
  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Study shows what resonates with investors: 'Unwavering', 'passionate' beats 'committed', 'dedicated' and more surprises[more]

    Komfie Manalo, Opalesque Asia: A new study by Pershing Square, a unit of BNY Mellon company, showed that an effective value proposition strengthens audience connections and fosters growth, yet many advisors have had little objective guidance in formulating such statements until now. In the

  2. Comment – Why you should avoid the hottest hedge fund hands, Swedroe attacks Hussman over risk management, relative value strategy[more]

    Why you should avoid the hottest hedge fund hands FromCNBC/Yahoo.com: Investors who don't have money with Pershing Square Capital Management are likely salivating at the hedge fund's industry-leading 26 percent return from January through July. But investing with Bill Ackman and other to

  3. Hedge fund assets decline in July - eVestment[more]

    Bailey McCann, Opalesque New York: Total assets in hedge funds declined in July and dropped 0.49%, marking the industry's second monthly asset decline in 2014, according to the latest asset flows data from eVestment. Despite the asset decline, total industry AUM remained above the $3 trillion

  4. AIMA makes 'the case for hedge funds'[more]

    Bailey McCann, Opalesque New York: The Alternative Investment Management Association (AIMA), the global hedge fund industry body,

  5. Managed futures' global diversification is important in next phase of economic recovery[more]

    Komfie Manalo, Opalesque Asia: The global diversification provided by managed futures may prove to be extremely valuable as the markets enter the next phase of the economic recovery, said Campbell & Company, a pioneer in absolute return invest