Edmond de Rothschild Asset Management’s Post

👏 Congrats to our Top Citywire Ranked Emerging Market Teams!   With its conviction-led investment approach developed over the past 20 years, Edmond de Rothschild AM's Emerging Market Fixed Income expertise was recognized in the 1-year Citywire* rankings as of end-January. · Stéphane Mayor and Lisa Turk (both rated Citywire A) ranked 1st in the Bonds - Emerging Markets Global Corporates category. · Romain Bordenave and Daniela Savoia (both Citywire + rated) also ranked 1st in the Bonds - Emerging Markets Global Hard Currency category.   #EdRConviction #AssetManagement #EMBonds *Ratings of funds distributed in France, Italy and Spain as at 31/01/2024. Citywire ratings are not recommendations to buy, sell or hold units or shares of the funds managed by the Edmond de Rothschild Group. The reference to a ranking or price of this fund does not prejudge the future rankings or prices of these funds or of the manager. All investments involve specific risks. https://lnkd.in/euzDUK-M https://lnkd.in/ec3ACWDg

China and the Federal Reserve have been the main headwinds for emerging markets in recent years, but could these soon become tailwinds?   Jorry Nøddekær, Lead Portfolio Manager of the Polar Capital Emerging Markets Fund, believes there are five good reasons emerging markets are close to an inflection point. Read more about how he thinks they could change the narrative for emerging markets in the near future. https://lnkd.in/eURk4yzc #PolarCapital #EmergingMarkets #Outlook

With Emerging Markets coming back onto investors radar screens I had a really interesting discussion with Polina Kurdyavko, Head of Emerging Markets Fixed Income at RBC BlueBay where she talked about many of the big picture themes that are driving returns #rbc #emergingmarkets #fixedincome #rbcbluebay

🌍 | Emerging Markets Magnetise Capital: July Inflows Soar Amid US Rate Cut Buzz With July's non-resident portfolio inflows doubling from June and hitting $36.5bn, this is a key moment for investors eyeing emerging markets. The spotlight is on Asia, leading the way with a net $21bn inflow. Could this trend signal a new era of opportunity for emerging markets, especially with potential US rate cuts on the horison? For more insights contact us today ! - Analysis done by ETM Analytics #EmergingMarkets #InvestmentTrends #GlobalEconomy #PortfolioFlows #MarketOutlook #CapitalInflows #USRateCut #MonetaryPolicy #AsiaMarkets #InvestorInsights

#The emerging markets funds that keep delivering the most bang for your buck #emerging-markets-funds-that-keep-delivering-the-most-bang-for-your-buck

Polar's Head of Emerging Markets, Jorry Noeddekaer, provides valuable insights on the latest tailwinds for the asset class in our newest white paper. Check out the details here: [https://lnkd.in/eKyaG5z2] #PolarCapital #EmergingMarkets #Outlook

Fidelity Emerging Markets Limited Strategic Insights from Kepler Partners’ Josef Licsauer In this interview, Josef Licsauer, an Investment Trust Research Analyst at Kepler Partners, discusses the investment strategy and unique approach of Fidelity Emerging Markets Limited (FEML). Licsauer explains how FEML's managers, Nick Price and Chris Tennant, utilise a flexible strategy to identify both long and short investment opportunities in emerging and frontier markets. He also highlights specific examples of stock selections that have driven recent performance, the impact of macroeconomic factors on emerging markets, and how FEML's current discount offers a potentially attractive entry point for investors. #fidelity #emergingmarkets #capitalgrowth #funds #investmenttrust #china #india #taiwan #korea #southafrica #brazil #investing #informationtechnology #stockstobuy

When investing in emerging markets equities, it's important to consider how the potential rewards may outweigh the risks. 📈 Learn more in Bloomberg's novel emerging markets index (BFREE Index), which leverages a comprehensive dataset from Freedom House: https://bloom.bg/49yvZ10 #Indices #EmergingMarkets #Equities

Check out our Latest Webinar on Emerging Markets! #etfcom

When investing in emerging markets equities, it's important to consider how the potential rewards may outweigh the risks. 📈 Learn more in Bloomberg's novel emerging markets index (BFREE Index), which leverages a comprehensive dataset from Freedom House: https://bloom.bg/3JfvwpC #Indices #EmergingMarkets #Equities