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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Has the hunt for yield reached emerging markets equity?

30 August 2016

High valuations for U.S. stocks coupled with low interest rates and ample liquidity have driven a much-talked about search for yield. Thankfully, we have not yet seen a broad impact on higher-yielding stocks in the emerging markets, writes Stephen L. Kinney, Portfolio Specialist with Wells Fargo Asset Management. Take utilities—often the prototypical dividend sector—as an […]

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Time to reconsider Emerging Markets?

10 May 2016

After a prolonged period of doom and gloom, the news emanating from Emerging Markets has taken on a more positive tone since the start of 2016. Encouraging macro-economic reports out of China, including both trade data for March and first quarter GDP growth that matched expectations at 6.7%, have allayed immediate fears of a ‘hard […]

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