Mon, Jul 25, 2016
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Alternative Market Briefing

The Big Picture: JP Morgan sees emerging markets' growth recoupling with developed markets

Thursday, September 04, 2014

amb
Claire Peck
Benedicte Gravrand, Opalesque Geneva:

Investors pulled $32.5bn out of stocks and bonds of 30 emerging markets (EM) in June 2013, in anticipation that US interest rates would climb, according to WSJ.com, but they reversed course later by pumping $221.7bn into emerging assets over the past 11 months, on bets that interest rates would remain near zero in the West well into next year.

EM equity markets are on the road to recovery after a recent slump: the MSCI EM index is up 9.8% YTD, up 17.8% in the last 12 months - and only up 2.5% in the last three years.

According to J.P. Morgan, investors should remain bullish on emerging markets.

In a recent Opalesque Radio interview with Sona Blessing, J.P.Morgan Asset Management's London-based Claire Peck, client portfolio manager, global emerging markets and Zsolt Papp, senior client portfolio manager within the global fixed income, currency and commodities group, give their global macro forecast for emerging market fixed income, currencies and equities.

Shinier front in fixed income The general view since the beginning of this year on EM, particularly EM fix......................

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: California-based manager launches long/short equity hedge fund with unique algorithm[more]

    Benedicte Gravrand, Opalesque London for New Managers: SJL Capital LLC, an investment advisory firm based in California, has launched its maiden fund, the SJL MarketDNA Hedge Fund LP. The fund, which began trading

  2. Manny Roman to move from Man to Pimco[more]

    Benedicte Gravrand, Opalesque London: Emmanuel (Manny) Roman, an investment world veteran, has been hired by PIMCO, the large US bond fund house, as chief executive officer. PIMCO's current CEO Douglas Hodge will assume a new role as managing director and senior advisor when Roman joins P

  3. Opalesque Exclusive: ArbitrOption outperforms benchmarks, up 7.18% in H1[more]

    Komfie Manalo, Opalesque Asia: Independent registered advisor ArbitrOption breezed through the tumultuous Brexit referendum and outperformed its benchmarks. ArbitrOption was up 7.18% in the first half of 2016 compared to the S&P 500 which gain

  4. Europe - European hedge funds shrink and shutter as turmoil hurts returns, Investors go bargain-hunting for U.K. property after Brexit vote, Brexit: Guidance for fund directors - what to know and what to ask[more]

    European hedge funds shrink and shutter as turmoil hurts returns From Bloomberg.com: Europe’s hedge-fund industry contracted for a sixth straight quarter as the U.K.’s decision to leave the European Union and concerns that China’s growth is slowing caused losses and forced some money man

  5. Platinum Partners starts liquidation of hedge funds following municipal union kickback scandal[more]

    Komfie Manalo, Opalesque Asia: Platinum Partners, the hedge fund in the middle of a New York City municipal union kickback investigation, is reported to be liquidating two of its funds, the New