Fears over falling growth rates and the end of QE have made investors wary of emerging markets, but these economies should receive a boost as the developed world recovers
Portfolio Management

Radical change for factors shaping emerging market growth

Currency volatility central to portfolio performance
The Fed’s potential tapering of quantitative easing is just one reason why it is vital portfolios are hedged against currency risk, while private investors can benefit from fluctuations

Money market funds feel force of EU clampdown
Upheaval in the European money market fund sector seems inevitable with the very existence of these products threatened by new regulations, while US-based funds could be handed a big advantage

Wealth managers remain upbeat despite Indian sell-offs
India is being hit harder than most by the flight of foreign capital from emerging markets, but the country must face up to its structural problems if it is to return to growth

Real estate feels the impact of technology
The continued growth of the tech, media and telecoms sector in certain cities has created renewed demand for office space, while e-commerce is transforming the retail sector

Carnival spirit could turn Brazil’s fortunes around
The Brazilian stockmarket has endured a torrid time of late, but the economy has good long-term growth prospects
Stability amid Asian uncertainty
While worries over the global economy persist, meaning allocations to cash and fixed income continue, wealthy Asian investors are looking for yield in some selective local and international markets

Commodities suffer as investors flock to equities
Slowing growth in China has hit demand for commodities while funds have suffered outflows as investors reallocated to equities. But there are opportunities in the sector, for example in metals and timber

Absolute return products and the promise of a smoother ride for investors
Absolute return products promise to reduce a portfolio’s volatility, but with no clear definition about what makes up these vehicles, investors need to be certain just where they are putting their money

Private banks put brakes on inflation
With central banks prioritising growth over curbing inflation, investors are searching for safe havens in which to hide their assets from the threat of rising prices
The concept of ‘financial wellness’ which wealth managers are increasingly trying to identify, combines investment returns with customer experience and hyper-personalisation of products and services.
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