At the Morningstar Investor Conference two weeks ago, emerging market fund managers emphasized the importance of corporate governance when investing overseas.
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At the start of the year, I spoke with one of my favorite emerging market fund managers, Allan Conway of Schroders.
Brandes also provides some more in-depth analysis of emerging market fund concentration.
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China remains a stand-out economy among emerging market fund managers.
This latest product falls in line with a growing narrative among big emerging market fund managers that China is no longer a pure play export market, but is on the verge of becoming a consumer market.
Salomon Brothers Emerging Market Floating Rate Fund buys adjustable-rate bonds from emerging-market companies and countries.
We are trying to create a reasonable alternative to the standard emerging market mutual fund product.
Many investors who put their money into an emerging-market fund a few years ago are now feeling exactly the same.
Market Vectors launched the emerging market bond fund on July 22, 2010.
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The dilemma Swanson and emerging market bond fund managers face is fear.
Looking at the decline in total assets under management, equity assets are currently at about beginning-of-year levels, indicating that while many equity markets have not provided negative returns for the year, dedicated emerging market equity fund managers may have lightened up in their positioning to account for this retreat in assets under management.
Or an emerging-market income fund, either a bond or an equity, they all exist.
The Franklin Templeton Emerging Market Debt Opportunities bond fund (FEMDX) rose 45.2% in 2009.
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If you were investing directly in the MSCI Emerging Market Index via a fund or ETF, you would be reinvesting those dividends over the 18 months.
Dozens of fund managers, emerging market analysts and even an American banker in China have all said the same thing on this site.
To diversify, they go to investment companies who spread that risk out among equity fund managers, emerging market specialists, bond specialists and currency funds.
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The international bond fund was down 1% til mid-February and the emerging market bond was off over 2%, while the US government bond fund was behaving like a bank CD, up 0.1%.
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Some fund managers believe that emerging market stocks, which have provided great returns (39.5% annually since 2002), are perilously overvalued.
For those looking for emerging and developing market bond exposure, we recommend checking out the TCW Emerging Markets Income I Fund (Ticker: TGEIX) and the Columbia Emerging Markets Bond K (Ticker: CMKRX).
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Overall, fund managers are buying up emerging market government and corporate bonds as it appears clear the US has no intention on raising interest rates anytime soon.
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Their emerging markets dividend fund tracks a proprietary index that starts with a universe of 1, 200 emerging market equities and chooses from those who have the highest dividend yield.
China exemplifies what most fund managers like to see from emerging market countries.
Last week, the black box investors at Boston quant fund ClearStream Investments said the big emerging market exchange traded funds were all a buy.
Oppenheimer mutual fund bond manager Sara Zervos likes local currency emerging market bonds.
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Besides altering the balance between supply and demand, the influx of insurance company and pension fund money should create more price stability for emerging market bonds.
Emergent's Alternative fund, which invests mostly in currencies and emerging-market debt, returned 75% last year (after fees) and 15% annually over the past decade, the firm says.
Fund manager Tom Russo says Nestle will also profit from emerging market growth.
On July 23rd the firm introduced Market Vectors Emerging Markets Local Currency Bond ETF ( EMLC), a fund whose name describes exactly what it does.
Encouragingly, for those of a contrarian bent, the latest Merrill Lynch survey of global fund managers found that most investors are underweight in emerging-market shares at the moment.
Fund managers expect the general market to shift back into emerging market equities at some point before the end of the year, once the fear trade subsides and investors get a better sense of where the growth is.
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