Story by: James Smith, Investment Adviser
Latin America currently offers among the best small-cap valuations and is back at a discount after recent pullbacks, according to Invesco Perpetual's Bob Yerbury.
JPMorgan Asset Management has confirmed plans to launch the UK's first Brazil investment trust, as it moves to complete its closed-end emerging markets fund range.
Baring Asset Management (Barings) has appointed Roberto Lampl to the new senior role of head of Latin America equity.
BlackRock's Will Landers, who runs the group's $6.8bn (£4.4bn) Latin American fund, is targeting domestic-focused Brazilian stocks, as he believes interest rates will remain low.
Latin America could look to securitisation to help develop its longer-term consumer credit and domestic consumption story, according to BlackRock's Will Landers.
Global emerging markets are becoming more of a core part of investment portfolios, according to Daniel Tubbs of BlackRock.
Latin American managers who are unable to invest enough in outperforming large caps to keep up with the index can now look to mid caps as an alternative, according to the manager of the Invesco Perpetual Latin American fund.
Brazil is emerging as the latest darling of emerging markets as leading managers are finding value opportunities beyond the usual infrastructure story.
BlackRock's lead manager on its Emerging Markets funds Plamen Monovski has left the company, resulting in a shuffle in the BGF and BFM emerging markets fund range.
Cavendish Asset Management has underscored its confidence in the stock market recovery with the launch of five new equity funds.
This is the time of year when predictions for the year ahead proliferate. To help advisers grasp the likely opportunities and side-step the possible pitfalls that 2010 presents, Investment Adviser has supplied a pre-Christmas game of Snakes & Ladders.
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