Mobius Shuts Frontier Fund to New Investors on Record Inflow – Bloomberg 09-25-13

Salient to Investors: The Templeton Frontier Markets Fund closed its fund to new money, as record cash inflows turned frontier markets into the world’s best performers in 2013 – the MSCI Frontier Markets Index is up 13 percent in 2013 versus a 4.6 percent drop in the MSCI Emerging Markets Index.

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Global Equity Funds Record Biggest Inflows Since 2005 – Bloomberg 09-20-13

Salient to Investors: EPFR Global data showed global equity funds attracted the largest inflows since at least 2005 last week. Wellian Wiranto at Barclays expects further inflows given that appetite has stabilized quite significantly and tapering was postponed, while it is s hard to see tapering in October. Wiranto said

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Worst of Crisis Over for Asian Emerging Markets, Nomura Says – Bloomberg 09-02-13

Salient to Investors: Steve Ashley at Nomura said: The worst is over for Asian emerging markets but individual countries could continue to suffer significant challenges. It is very positive for the next 5 to 10 years as the amount of investments by funds in these countries catch up with the

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Weil’s View on Finance, Afternoon Edition – Bloomberg 08-30-13

Salient to Investors: Steve Hanke at Johns Hopkins University said inflation is always and everywhere a monetary phenomenon, but hyperinflation is always and everywhere a political phenomenon. payday short term loan Ricardo Hausmann at Harvard says the Fed’s planned tapering is not the only reason why emerging-market stocks and bonds

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El-Erian Says Emerging Market Woes to Create U.S. Headwinds – Bloomberg 08-29-13

Salient to Investors: Mohamed El-Erian at Pimco said: Weakening emerging-market growth and spiraling currencies risk creating headwinds for a recovering US economy. Longer-term, we should care due to the feedback loop to the US. We will see a tightening of financial conditions to markets, with growth more challenged and the ability of

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Gary Shilling position update 2013 – Gary Shilling blog 07-15-13

Salient to Investors: Gary Shilling writes: The fog remains thick, so reducing long positions in Treasury bonds and Japanese stocks and cut yen shorts, euro shorts and dollar long positions. Maintaining long positions in US defensive stocks like utilities and health care. Increased short position in junk bonds and initiated

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ETF Simplicity Betrayed by Volatility in Market Selloff – Bloomberg 07-11-13

Salient to Investors: Share prices for the 10 largest diversified emerging-market ETFs on average were 42.6 percent more volatile than their underlying indexes from May 22 to June 24, when Bernanke triggered the sell-off that sent emerging-market stocks to a 1-year low, while the 5 biggest emerging-market index mutual funds were

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