The 2nd quarter was a story of mixed fortunes for the FMG Rising 6 Fund, with asymmetric performance across certain regions which we’ll explain below. Overall, the general feeling of the market was very strong and we saw a recovery in most of the higher beta names...
Update – FMG China Fund FMG (EU) China Fund B ISIN MT0000077512, 2014-12-19 to 2016-04-29, data source: Bloomberg. We are pleased to report an outstanding performance in the FMG China Fund, which registered a YTD* gain of +3.4%, significantly outperforming the...
Like all other Emerging Market Funds, the first quarter of 2016 was a very tough and volatile quarter for the Rising 6 Fund. None of the six regions the Fund is invested in was spared the sheer rout and volatility that we saw in January. The bears stormed out of the...
Looking back at the past two decades, we can pick and choose numerous economic crises or market crashes that have re-shaped the global financial sector and fund industry to what it is today, ranging from the Asia FX crisis, the LTCM debacle, the dotcom bubble, the...
Bloomberg: You can count Jefferies Chief Market Strategist David Zervos among the investors who thinks this emerging market rally has legs. A cautious Fed, a rebound in oil prices, strong inflows, and country-specific factors like Brazil’s seeming move to stamp...
It’s 18 Years Since Emerging Market Currencies Had It This Good – Bloomberg March 30, 2016 Bloomberg: “It’s been at least 18 years since emerging-market currencies had it this good as the Federal Reserve adopted a gradual approach to its...
