PA Video Insight: Quality is a fair sign of value in a volatile emerging market

Added 26th October 2016

Emerging markets have had a good start to 2016 but, as over the past few fallow years, risks still abound so investors still need to be targeted in where they invest

Rishikesh Patel is a specialist emerging market fund manager with BMO Global Asset Management so is used to the vagaries of the risk/reward equation in the asset class. Rather than doubling the analysis needed to run a growth and income portfolio, he sees some company characteristics such as cashflow and profit generation as a good indicator of the ability to provide both.

Here he outlines where he sees the best opportunities for each with a mandate that includes the ever-blurring line between emerging and frontier markets.

Kames Income Hub

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Vincent McEntegart, manager of the Kames Diversified Monthly Income Fund, explains how he aims to deliver a stable and sustainable income of 5% p.a.*, paid monthly, by investing in a range of asset classes

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Kames High Yield Bond
Kames High Yield Bond

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About Author

Gary Corcoran

Director

Portfolio Adviser & International Adviser

Gary Corcoran is the editorial director for Portfolio Adviser, International Adviser and Fund Selector Asia. He is also programme director and chairman for events hosted across the UK, South Africa, Middle East and Asia. Gary joined Last Word Media in August 2006 as the launch editor of Portfolio Adviser, having previously worked at Bacon & Woodrow, Legal & General, FT Business and MSM International.

Profiles

Viewpoint

Investment Strategy

Feature

Events

PA Emerging Markets 2017
PA Emerging Markets 2017

Tuesday 7 February
Bloomsbury Street Hotel, London

PA SRI 2017
PA SRI 2017

Tuesday 21st February
Bloomsbury Street Hotel, London

PA Japan 2017
PA Japan 2017

Wednesday 8th March
Furniture Makers' Hall, London

PA Dublin 2017
PA Dublin 2017

Tuesday 14th March
Westbury Hotel, Dublin

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