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While Marcellus Investment Managers broadly remains positive on the market, certain segments of the market, particularly in the small and mid-cap space, may face increasing scrutiny regarding valuations, says Arindam Mandal.
Investment Week is hosting its Global Emerging Markets Briefing at a pivotal time for investors as they start to position for the recovery from the Covid-19 pandemic, although risks remain. During this interactive briefing, we will hear from a number of global emerging market managers about their response to the extraordinary events of the past year and their outlook for the rest of the year and beyond. The managers will identify where they are seeing the biggest opportunities and risks at the moment in emerging markets and explain the role their strategies could play in client portfolios. At...