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    Specialist media group for the wealth management industry                                                                                                                                                          

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  • SHOREX EVENTS
    SHOREX EVENTS

    Shorex has organised events in Europe, North America, South America and Asia with more than 40,000 professionals and HNWIs worldwide having attended

European Fund Buyers and Emerging Market Equity Exposure

Emerging Market (EM) equities are far from a homogeneous grouping covering Eastern Europe, Asia, South America, Russia and China to name but a few and given the regional performance variations, it would take a very brave asset allocator to make substantial calls on any particular region. In Euro terms the 1-year performance to 31 January 2015 has varied considerably with EM...

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Earnings Acceleration: Tracking Long-Term Secular Trends to Capture Growth in Emerging Markets Companies

In this Investment Viewpoint, we examine how correctly using earnings acceleration to forecast the extent of sustainable improvement can help to generate superior investment returns. We then explore how that process, in concert with analyzing and monitoring long-term secular trends, can be applied to investing in emerging markets...

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Crisis Brewing in Emerging Markets

Last week, we began to explain why we believe emerging markets were vulnerable. Our concerns on this front have just inched up a notch this week. It is clear that the three major central banks are out only for themselves. The ECB and BoJ are 100% trying to weaken their currencies and the Fed have stopped supplying new US Dollars. They will not be concerned about emerging market...

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Reflation versus Deflation - Difficult Times Ahead for Emerging Economies

It's been an important week for central bankers with both immediate and longer term implications. As macro investors, we believe that the upcoming opportunity set could be both extremely exciting and profitable. So, here's our take of what this week's central bank decisions mean for markets and what we are doing in our portfolios. As has been widely discussed and anticipated...

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Fund Manager Briefing: Hermes Emerging Market Equities Fund

It is increasingly popular for emerging markets to be contextualised within myriad acronyms such as BRIC (Brazil, Russia, India, China), MINT (Mexico, Indonesia, Nigeria, Turkey), and the unwieldy CIVETS (Colombia, Indonesia, Vietnam, Egypt, Turkey, South Africa). Gary Greenberg, lead manager of Hermes Emerging Market Equities Fund, doesn’t care much for these acronyms...

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Emerging markets are back in the focus of European investors

The European mutual fund industry enjoyed overall net inflows of €50.3 bn for April 2014. As was to be expected, the majority of these inflows (+€49.0 bn) were gathered by long-term mutual funds. Roughly half of these flows were invested in bond funds (+€24.1 bn), followed by equity funds (+€12.0 bn) and mixed-asset products (+€11.0 bn). The positive trend for April was also reflected...

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Emerging Market Contagion Spooks Equity Markets?

The US equity markets suffered their worst week since the summer of 2012 according to Bloomberg. Out of the major markets, only Canadian and Italian benchmark indices are higher so far this year. Losses are admittedly still modest in developed Western markets with the S&P down 3%, the FTSE All Share down 1.6%, and Europe down 2.6%. Japan is lagging having fallen by 5.5%...

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Evaluating Emerging Markets on Their Own Merits

Globalisation and the massive expansion in liquidity undoubtedly have something to do with the unforgiving and dramatic impact of perceived changes in US monetary policy on emerging markets. After all, some of the smaller emerging markets of the world have undoubtedly been recipients of this free-flowing capital (Turkey, Thailand, Indonesia and the Philippines have been some...

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Market Update – June 2013: The End of the Rally and the Continued Demise of Emerging Markets

The record of 13 straight consecutive up months had to end, one day, and when the correction would occur it would be brutal because it is the usual pattern. And so, it took place in June and most of this year to date capital gains for the European equity market have been wiped out Should we try to read more into this correction (-8% from May’s peak) than that? Well, we should if we...

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About Us

Shorex is a specialist media group for the wealth management industry and the high-end luxury market. Our purpose is to provide our partners, delegates and visitors with an effective networking platform where they can forge productive relationships and come away with strong ideas... read more

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