16 Dec 2010

The Association of Investment Companies – Poll of Fund Manager Predictions for 2011

Emerging Markets are tipped as the best performing region for 2011, with Frontier Markets in joint second place.

20 Oct 2010

AFMF Analyst Meeting 27th September 2010

Winterflood meeting note based on an AFMF analyst meeting with fund manager, Dr. Slim Feriani, on 27 September 2010.

28 Sep 2010

AFMF – Looking to increase exposure to close ended funds

AFMF announced its full year results earlier this week with positive results for the year to June 2010. NAV rose 9.8% as the portfolio’s listed equity holdings making solid gains. On a regional basis Africa, Asian and Latam were the largest contributors to performance. This performance looks all the more impressive considering that the MSCI Frontier Markets Index rose just 0.4%.

16 Aug 2010

Still Bullish on Brazil?

Whilst markets may appear fragile it is "a matter of perception vs. reality" when it comes to Brazil. The big picture has been excellent of late with political stability changing things for Brazil.

26 Jul 2010

Arbuthnot's Research Note – ADMF

Arbuthnot Securities move Advance Developing Markets Fund (ADMF) to Buy from No Rec; July 22nd 2010.