Thu, Jul 31, 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. Opalesque Exclusive: Kyria Capital Management bets on women hedge fund managers[more]

    Bailey McCann, Opalesque New York: As hedge fund assets top $3 trillion, and long/short strategies get more crowded than ever, with every manager hunting for even the tiniest bit of alpha, a new firm has emerged that claims its own edge – women. A recent Rothstein Kass study showed women-owned a

  2. Hedge fund manager Winton Capital making headway with long-only strategy[more]

    From PIonline.com: North American investors are helping Winton Capital Management Ltd. make progress — albeit slowly — toward its founder's goal of becoming a $100 billion company. The firm's ticket to quadrupling its assets under management is unlikely to be one of its scientifically designed manag

  3. Opalesque Roundtable: Success in hedge fund marketing not linked to performance, but investor appetite[more]

    Komfie Manalo, Opalesque Asia: Success in marketing a fund is not linked to the performance, but to investor appetite, to the way you can market the fund, and to how much time you can spend to raise assets, said Antoine Rolland, the CEO of incubator and seeding firm

  4. Opalesque Radio: Now is a good time to buy protection cheaply in the options market[more]

    Benedicte Gravrand, Opalesque Geneva: Investors are showing an increased interest in risk parity funds and strategies, Opalesque reported last year. Risk parity strategies have the

  5. The Big Picture: Charlemagne Capital smoothes risk out of frontier market investing with portfolio approach[more]

    Benedicte Gravrand, Opalesque Geneva: Opalesque recently talked to one of the portfolio managers of the Oaks funds, which are emerging and frontier market hedge funds focusing on equity long/short with a directional approach. They are run by