{"id":8696,"date":"2025-07-14T09:01:04","date_gmt":"2025-07-14T09:01:04","guid":{"rendered":"https:\/\/www.newsbeep.com\/us\/8696\/"},"modified":"2025-07-14T09:01:04","modified_gmt":"2025-07-14T09:01:04","slug":"specialist-manager-ashmore-in-demand-as-emerging-markets-outperform-14-jul-2025-0951","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/us\/8696\/","title":{"rendered":"Specialist manager Ashmore in demand as emerging markets outperform, 14 Jul 2025 09:51"},"content":{"rendered":"

\u2018Significantly\u2019 lower redemptions
\nDollar weakness a boon for EM
\n\u2018Well-positioned\u2019 for reallocations<\/p>\n

FTSE 250 specialist asset manager\u00a0Ashmore (ASHM<\/a>) reported a welcome slowdown in fourth-quarter outflows as positive investment performance contributed to a 3% rise in its AuM (assets under management).<\/p>\n

Shares in the emerging markets specialist money manager rose 2.3% to 171.7p in early dealings as chief executive Mark Coombs called out emerging markets\u2019 recent outperformance of developed world equity and bond markets.<\/p>\n

This is partly a result of the ongoing weakness in the US dollar as investors re-evaluate the attractiveness of US assets amid tariffs and changes in relative growth expectations.<\/p>\n

\u2018Consequently, investors are beginning to\u00a0rebalance portfolios away from heavily overweight US positions towards more attractively valued asset classes, including those in EM,\u2019 enthused Coombs.<\/p>\n

AUM ON THE RISE<\/p>\n

For the quarter ended 30 June 2025, Ashmore\u2019s AuM increased by 3% or US$1.4 billion to $47.6 billion as emerging markets indices delivered positive returns.<\/p>\n

Emerging markets outperformed many developed markets due to what Ashmore<\/a> called their \u2018robust underlying fundamentals\u2019 together with the impact of US dollar weakness which underpinned higher returns in local emerging market currencies and equities.<\/p>\n

A weaker greenback is positive for emerging markets as it helps reduce the cost of imports and therefore weakens imported inflation.<\/p>\n

Ashmore\u2019s fourth quarter AuM growth reflected positive investment performance of $2.2 billion as well as net outflows of $0.8 billion, a notable slowdown on the $3.9 billion clients yanked from its funds in the previous quarter.<\/p>\n

\u2018Net flows improved from the prior quarter with significantly lower\u00a0redemptions, against a backdrop of continuing trade tensions and geopolitical uncertainty,\u2019 said the London-based company, though Ashmore cautioned investors\u2019 risk appetite generally \u2018remains subdued given macro events\u2019.<\/p>\n

Overall, net flows were positive in equities, flat in external debt and alternatives, and there were net outflows in Ashmore\u2019s blended debt, local currency and corporate debt themes.<\/p>\n

WHY\u00a0COOMBS IS CONFIDENT<\/p>\n

Coombs commented: \u2018While recent EM mutual fund inflows have been concentrated in exchange-traded funds, previously this has been a precursor to broader institutional behaviour.<\/p>\n

\u2018Ashmore\u2019s diversified product range and delivery of investment\u00a0outperformance for clients means it is well-positioned to participate in the reallocation opportunity, as investors move back up to target weights and then address the structural underweights compared with EM\u2019s representation in global indices.\u2019<\/p>\n

\n\t\t\t\t\t\t\t\tIssue Date: 14 Jul 2025\n\t\t\t\t\t\t\t<\/p>\n","protected":false},"excerpt":{"rendered":"\u2018Significantly\u2019 lower redemptions Dollar weakness a boon for EM \u2018Well-positioned\u2019 for reallocations FTSE 250 specialist asset manager\u00a0Ashmore (ASHM)…\n","protected":false},"author":2,"featured_media":8697,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[37],"tags":[28,8704,8699,8700,8701,4759,8702,112,8703,8705,923],"class_list":["post-8696","post","type-post","status-publish","format-standard","has-post-thumbnail","category-markets","tag-business","tag-cfds","tag-etfs","tag-forex","tag-funds","tag-ipos","tag-isas","tag-markets","tag-sipps","tag-spreadbetting","tag-stocks"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/8696","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/comments?post=8696"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/8696\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media\/8697"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media?parent=8696"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/categories?post=8696"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/tags?post=8696"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}