Revealed: GEM managers' top stock picks

SECTOR REPORT

clock • 6 min read

Charlotte Richards asks top managers how they are positioning their emerging markets funds in the current climate.

Emerging markets were far from immune from the financial crisis that crippled many developed economies. Last October, due to escalating concerns in Europe and economic recovery in the US, the MSCI Emerging Markets index fell to a year-low of 824.39. However, developing economies recovered at the start of this year, with investor sentiment surrounding the sector improving on the back of encouraging data from the US and the refinancing operations proposed by the European Central Bank. Solid sales Sales into the IMA Global Emerging Market sector have been solid throughout the year. ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

Did the bond market cause Trump's tariff U-turn?

Did the bond market cause Trump's tariff U-turn?

90-day pause on tariffs introduced on ‘Liberation Day’

Laith Khalaf
clock 24 April 2025 • 3 min read
RLAM implements Sustainability Focus label across £11bn portfolio range

RLAM implements Sustainability Focus label across £11bn portfolio range

Across a mix of funds and trusts

Cristian Angeloni
clock 23 April 2025 • 1 min read
Advisers notice growing client demand for bespoke investments

Advisers notice growing client demand for bespoke investments

Want access to ETFs, investment trusts, equities, bonds and AIM shares

Isabel Baxter
clock 17 April 2025 • 2 min read