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Hexam’s Collings says emerging markets set to lead recovery

Ignis Hexam global emerging markets fund manager Bryan Collings believes the
worst of the economic storm has now passed with emerging markets set to lead
the recovery.

Collings says China’s loose monetary policy and fiscal spending – leading to
an upgrade in its GDP to 8 per cent – coupled with improving data in the US,
shows this is more than a dead-cat bounce.

He also says key structural factors such as lower household debt and
developing capital markets are likely to result in the emerging markets
driving global growth in the next decade, while a re-rating of the sector is
warranted as it would further drive outperformance.

Collings, who says the team currently favours Russia, Indonesia and Brazil
alongside China, urges a degree a caution following the recent rally, with
the MSCI Emerging markets index up 54.1 per cent since the low of October

He says: “We embraced the recent irrational volatility in emerging markets
and this boosted fund performance. But normality now appears to be returning
as investors begin to re-appreciate the fundamental appeal of the asset
class. We have, therefore, taken some risk off the table despite remaining
bullish in the longer term.”



CII proposes level 4 exam structure

The Chartered Insurance Institute is calling for QCF level four qualifications to consist of three compulsory core subjects and elective subjects that reflect advisers’ specialist areas.

A growing concern

Group Sipps may have lost their sheen to companies’ top earners since the Budget, but that is not enough to stop their continued growth. In an era when boardroom pay is under scrutiny like never before, it must surely be harder for decision-makers to let their own vested interests override those of the company they run.

Who cares?

By Tracey Dickson, marketing consultant There are almost 7 million carers in the UK – that’s around 10 per cent of the population who provide unpaid care for a disabled, seriously ill or older loved one.1 But according to a report from the charity Carers UK, 20 per cent of people providing 50 hours or more of care […]


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