Emerging markets have become diverging markets
Emerging markets face many challenges, from a potential rise in US interest rates to low commodity prices and slower economic growth. It may seem that now is not the right time for emerging market debt. And yet, for long-term active investors the universe is broad enough and deep enough to continue to offer plentiful opportunities. Indeed, volatility in the asset class — sometimes due to the risk-on/risk-off approach of many investors — should provide attractive entry points for selective research-driven investors with good valuation discipline.
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Paul Hennessy is managing director, Australia & New Zealand, at Capital Group. As a relationship manager, he is responsible for covering the institutional client base in Australia and New Zealand. He has 33 years of investment industry experience and has been with Capital Group for eight years. Prior to joining Capital, he was head of Australian and New Zealand distribution for Macquarie Bank’s fund management division. Before that, he was global head of relationship management for Macquarie Securities and CIBC World Markets in North America.
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Paul Hennessy is managing director, Australia & New Zealand, at Capital Group. As a relationship manager, he is responsible for covering the institutional client base in Australia and New Zealand. He has 33 years of investment industry experience...
Expertise
Paul Hennessy is managing director, Australia & New Zealand, at Capital Group. As a relationship manager, he is responsible for covering the institutional client base in Australia and New Zealand. He has 33 years of investment industry experience...
Expertise
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