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Spotlight on Russia – perspective from Wells Fargo Asset Management

2 August 2017

Earlier this year, Alison Shimada, Portfolio Manager from Wells Fargo Asset Management (the manager of Zurich’s Emerging Markets Equity Fund) shared her views on individual countries within the Emerging Markets landscape. The experienced investment team at Wells Fargo include macro-economic considerations as an important ingredient in the portfolio construction process, which helps provide a core […]

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Spotlight on China – perspective from Wells Fargo Asset Management

15 June 2017

Earlier this year, Alison Shimada, Portfolio Manager from Wells Fargo Asset Management (the manager of Zurich’s Emerging Markets Equity Fund) shared her views on individual countries within the Emerging Markets landscape. The experienced investment team at Wells Fargo include macro-economic considerations as an important ingredient in the portfolio construction process, which helps provide a core […]

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Ignoring the Short Term – a thematic perspective from Lazard Asset Management

15 May 2017

Lazard Asset Management (the manager of Zurich’s Global Thematic Share Fund) recently evolved its investment thinking, introducing new themes into Global Thematic that more precisely capture the long term wealth creation opportunities identified by the investment team. We’ve explored the ‘Empowered Consumer’ and ‘First World Health’ themes already, and here we look at ‘Ignoring the […]

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Must investing in emerging markets be volatile?

6 April 2017

Volatile equity performance in emerging markets has led some investors to chase performance historically, buying shares when prices are high and selling them when prices are lower. Consider the pattern of net flows into an emerging market Exchange-Traded Fund [ETF] as shown in graph 1. Graph 1: iShares MSCI Emerging Markets Index ETF net flow […]

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