Neal Smith, Portfolio Manager: Sanlam Investment Management Global Emerging Markets Fund.
“A fragile Europe and messy UK leadership race on top of an already low-growth world makes for an extremely tough macro backdrop for investors,” says Denker Capital’s Neal Smith, Portfolio Manager of the SIM Global Emerging Markets Fund, which has outperformed the MSCI Emerging Market Index by 12.2% over the last year to the end of June 2016. He believes that it may be time for investors to reconsider emerging markets, where consistent outflows over the past four years have increased their attractiveness. (more…)
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