Zurich | Pioneering Insights » Emerging Markets

Spotlight on Russia – perspective from Wells Fargo Asset Management

alex — Wed, 02 Aug 2017 05:09:07 +0000

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

alex — Thu, 15 Jun 2017 04:27:58 +0000

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Has the hunt for yield reached emerging markets equity?

alex — Tue, 30 Aug 2016 02:15:14 +0000

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?

admin — Tue, 10 May 2016 01:13:33 +0000

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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Fund Manager Insights: A macro spotlight on the Eurozone

Lauren Smith — Wed, 30 Sep 2015 00:19:39 +0000

Nick Bratt, Managing Director of Lazard Asset Management – the exclusive investment partner for the Zurich Investments Global Thematic Share Fund – takes a macro look at the Eurozone and the changes still needed for further progress in the region.

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US Fed (In) decision

admin — Tue, 22 Sep 2015 03:17:14 +0000

The recent US Federal Reserve meeting last week has left investors both frustrated by the lack of clarity in the accompanying commentary and scratching their heads as to when the long-awaited hike in US interest rates will actually happen.

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Asia Rising

admin — Mon, 14 Sep 2015 23:18:42 +0000

The centre of global economic activity has seen a clear shift away from Developed Markets and towards Emerging Markets since the turn of the century. China has been at the heart of this and today stands as the most important emerging market. However, the traditional drivers of growth that have propelled Emerging Markets to this prominence are becoming unsustainable.

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China’s stock market and a cautionary tale against market overreaction

admin — Wed, 26 Aug 2015 06:32:58 +0000

Given the ferocity of selling in global equity markets recently, it's natural to want to pinpoint the epicentre of the problem. Zurich's Senior Investment Strategist Patrick Noble shares his insights on the week's markets events.

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A perspective on China

admin — Wed, 29 Jul 2015 04:27:11 +0000

Chinese mainland equity markets have been under sharp pressure early this week, rumoured to be due in part to China Securities Finance Corp stepping back after a period of support.

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Asia Rising – The upsurge of the aspirational middle class

Janice Green — Tue, 28 Jul 2015 00:09:17 +0000

Driven by a bourgeoning middle class, Asia is a force to be reckoned with. The shift of economic activity away from developed markets such as Europe and the US to emerging markets, particularly those in Asia, has facilitated global integration — but with that, a fierce battle for business on a global scale.

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