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 ‘through the market cycle’ solution for investors looking to access emerging markets. At the stock level, the fund is managed with the belief that emerging market companies that pay attractive and sustainable dividends offer the growth potential of emerging markets but with lower levels of volatility through a market cycle.
In this short video, Alison explains the investment team’s thinking on Russia. She considers the importance of the price of oil to the macro-economic view and discusses how the portfolio is currently positioned. Alison concludes with a brief look at 2 Russian stocks that are held in the portfolio.
Zurich Investments are proud to have Wells Fargo Asset Management as our strategic investment partner for the Zurich Emerging Markets Equity Fund. Find out more about Zurich’s Emerging Markets Equity Fund here, or contact your Zurich representative to discuss how we can help you.
Important information: The content of this publication are the opinions of the writer and is intended as general information only which does not take into account the personal investment objectives, financial situation or needs of any person. It is dated August 2017, is given in good faith and is derived from sources believed to be accurate as at this date, which may be subject to change. It should not be considered to be a comprehensive statement on any matter and should not be relied on as such. Zurich Investment Management Limited ABN 56 063 278 400 AFSL 232511 of 5 Blue Street North Sydney NSW 2060, nor any of its related entities, employees or directors (Zurich) give any warranty of reliability or accuracy nor accept any responsibility arising in any way including by reason of negligence for errors and omissions. Zurich recommends investors seek advice from appropriately qualified financial advisers. Zurich and its related entities receive remuneration such as fees, charges and premiums for the financial products which they issue. Details of these payments can be found in the relevant fund Product Disclosure Statement. No part of this document may be reproduced without prior written permission from Zurich.
Past performance is not reliable indicator of future performance. GINN FVHHKJ.00012.ME.036. DFOY-012709-2017