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Schroder 24.04.2014 14:35:46

Multi-Asset Insights - Value in emerging markets, but concentrated

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Multi-Asset Insights

Value in emerging markets, but concentrated

April 2014

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.

 Overview on Schroders TalkingPoint

 Read full Articel (6 pages)

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                                             Talking-Point-370x110
Enjoy reading. Kind regards,

Schroders Switzerland

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The views and opinions contained herein are those of Multi-Asset Investment and may not necessarily represent views expressed or reflected in other Schroders communications, strategies or funds.
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This document is intended to be for information purposes only and it is not intended as promotional material in any respect. The material is not intended as an offer or solicitation for the purchase or sale of any financial instrument. The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations. Information herein is believed to be reliable but Schroders does not warrant its completeness or accuracy. The data has been sourced by Schroders and should be independently verifîed prior to further publication or use. No responsibility can be accepted for errors of fact or opinion. This does not exclude or restrict any duty or liability that Schroders has to its customers under the Financial Services and Markets Act 2000 (as amended from time to time) or any other regulatory system. 
Past performance is not a guide to future performance and may not be repeated. The value of investments and the income from them can go down as well as up and investors may not get back the amount originally invested.  Changes in exchange rates can also cause the value of investments in currencies.   Investments in emerging markets can involve a higher degree of risk. Less developed markets are generally less well regulated than the Switzerland, investments may be less liquid and there may be less reliable arrangements for trading and settlement of the underlying holdings.
Issued by Schroder Investment Management (Switzerland) AG, Central 2, CH-8001 Zurich which is authorised and regulated by the FINMA.

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