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Hedge Fund Monthly
 

The Billion Dollar Interview:
Jerome Booth, Head of Research
at Ashmore Investment Management

Eurekahedge
September 2011
 

Dr Booth is Head of Research at Ashmore Investment Management and a Member of the Investment Committee.  He joined ANZ in 1994 and was Head of Research for the Emerging Markets Group, then Capital Markets and then Head of Markets Research for ANZ Investment Bank with global responsibility for fixed income and foreign exchange research.  Prior to joining ANZ Dr Booth was Senior Strategic Planning Officer at the Inter-American Development Bank in Washington DC.  Until 1991, he ran a consultancy business advising on aid and trade-related issues for four years.  From 1985-7 he worked in Her Majesty’s Department of Trade with responsibility for multi-lateral development banks.  Dr Booth holds four degrees, including a doctorate in economics from Oxford and an honorary doctorate from Anglia Ruskin University.  He was also a lecturer in economics at Christ Church, Oxford.

 

Eurekahedge: The markets have been very volatile in 2011 so far, how has the performance of your funds been? What are some of the key themes that have worked for you in this year?

Booth: Well, emerging debt has not been very volatile; that is the first point. In fact for emerging debt, both dollar debt and local currency debt have been significantly less volatile than US treasuries but they have performed well and are increasingly seen as a better risk than a developed market equivalent. Emerging markets are the beneficiaries of a global reassessment of risk, and basically the driving factor of this is the combination of the workout after three decades of increasing leverage in the developed world. Increasingly, there will be a global rebalancing which has barely started, and will be driven by the policy action of central banks in the emerging markets via the big first world countries. It will be their action which is largely driven by the need to control inflation – that is what is motivating them. It is their action which will drive global currency as we are in an environment which is extremely healthy for emerging market, fixed income, currencies; and equities of course have been more volatile mirroring the S&P etc. but on the fixed income side it has really been a very successful year.

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