Schroder |
24.04.2014 14:35:46
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Multi-Asset Insights - Value in emerging markets, but concentrated
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Johanna Kyrklund, Head of Multi-Asset Investments and Urs Duss, Fund Manager, Multi-Asset give their views on the Emerging Market Equities in this month's Multi-Asset Insights: Emerging market equities have had a difficult time over the last few months. In USD terms, the 12 month return to 31 March 2014 for the MSCI World index was 19.7% compared to -1.1% for the MSCI Emerging Markets index. As fund manager sentiment has turned extremely negative according to surveys such as the BAML Global Fund Manager, the question becomes whether this pessimism offers a good investment opportunity.
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