Cathy Hepworth, manager of the Nordea 1 Emerging Market Debt fund, explores her outlook for opportunities in Latin America. Hepworth notes that fundamentals have improved across emerging markets as central banks have increased reserves and inflation has moderated. She sees a positive investment case for Argentina, Brazil, Mexico and Venezuela.
In the Financial Times, Charlie Carnegie, research director at Arisaig Partners, and Eric Pedersen, head of responsible investments at Nordea Asset Management, discuss divesting from emissions-heavy dairy and meat industries. Link