Mon, Oct 5, 2015
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Opalesque Radio

Emerging Markets' Growth Recoupling with Developed Markets: Equity, Fixed Income and Currency Picks
Radio Feature 106: Sona Blessing in conversation with Claire Peck, Zsolt Papp
Friday, September 05, 2014

radio In this podcast 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, elaborate on investment opportunities on the long and short side, potential challenges, strategies to mitigate risk and optimise risk adjusted returns, inherent inflation protection afforded by equity-dividend strategies ...

 Download this feature as MP3 (19.78 MB)

Listen to the complete feature
Emerging Markets' Growth Recoupling with Developed Markets: Equity, Fixed Income and Currency Picks

Duration: 21:36 


Or listen to selected sub-features
  • Q1 - Can you outline your global macro forecast?
    Based thereon, how should investors allocate to emerging market debt? Are the valuations attractive?

    Duration: 03:08 

  • Q2 - Can you elaborate on equity allocations as emerging markets’ growth moves from a scenario of decoupling to one of recoupling with developed markets?
    What are the factors influencing and conditioning your equity selection?

    Duration: 03:56 

  • Q3 - Can you identify and assess the risks that emerging markets’ fixed income instruments are exposed to?
    Why and where are you finding commensurate returns for taking on those risks?

    Duration: 02:36 

  • Q4 - What are the investment implications when emerging markets' equity dividend yields trend above the Price to Earnings (P/E) Ratio?
    Where are the equity investment opportunities?

    Duration: 03:53 

  • Q5 - How does investing in an emerging markets’ equity-dividend yielding strategy afford inherent inflation protection to an investor?

    Duration: 01:19 

  • Q6 - What are some of your country and corporate picks?
    Although it seems counter-intuitive why do you favour fixed income (sovereign and corporate) investment opportunities in for e.g. Venezuela, or the Argentine oil company, YPF?

    Duration: 02:18 

  • Q7 - On the equity front why do you favour: the Turkish steel producer Erdemir, Taiwanese IT companies such as Asustek and the Brazilian credit card processing company Cielo?

    Duration: 02:48 

  • Q8 - How are you positioned to capture performance from emerging markets’ currency allocations?

    Duration: 01:38 

Radio Link
  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Performance - Hedge fund moguls Einhorn, Loeb, Rosenstein lose money in September, Risky strategy sinks small hedge fund[more]

    Hedge fund moguls Einhorn, Loeb, Rosenstein lose money in September From Billionaire stock pickers David Einhorn, Daniel Loeb and Barry Rosenstein on Wednesday told their wealthy investors they lost money in September as market turmoil inflicted more pain on some of America'

  2. Opalesque Exclusive: IRAs represent billions of untapped capital for hedge funds[more]

    Benedicte Gravrand, Opalesque Geneva: Retirement accounts might not be the first source that comes to mind for those looking to raise funds, but they may represent billions of untapped capital. Unlike traditional retirement accounts,

  3. Opalesque TV: One way to access market hedge funds in the EU under the AIFMD radar[more]

    Benedicte Gravrand, Opalesque Geneva: While the Cayman Islands, the US and Hong Kong await the pan-European marketing passport to be extended to alternative investment fund

  4. Investing - U.S. biotech bloodbath hits hedge funds but some bargains emerge, Computer-driven hedge funds betting on further stock selloff[more]

    U.S. biotech bloodbath hits hedge funds but some bargains emerge From A seven-day selloff of U.S. biotechnology stocks has hit sector investors - especially hedge funds - hard. But some managers say it was overdone and are already eyeing bargains such as Gilead Sciences Inc

  5. Vilas’ equity long bias hedge fund generates market-beating results[more]

    Komfie Manalo, Opalesque Asia: The Vilas Fund, an equity long bias fund managed by Chicago, Illinois-based Vilas Capital Management, posted five-year annualized returns, net of fees, of 23.47% vs. 15.87% for the S&P 500 Index, including divid