Following a prolonged period of poor performance, many investors have started to reappraise the prospects for emerging markets (EMs).
Strategic partnership in place since 2012
Co-managed by Mark Mobius
A legacy of ultra-low interest rates, high government debt, and subdued economic growth in developed markets is that investment returns from all major asset classes are low and likely to remain so for some time.
EM indices at four-month lows
Could benefit oil and gold
Runs emerging market funds
Emerging market investment trusts are still trading on discounts as wide as 19%, despite the broader rally for the region continuing to gain momentum.
Japan also strong performer
'Deep understanding' of EM political challenges
Outflows of $727m this week
A rebound in commodity prices, a weaker dollar, a more dovish stance from the Federal Reserve, and an improving landscape in China all combined to give a number of emerging markets a new lease of life, writes Carmignac's Didier Saint-Georges.
Asia markets rise
Following a recent trip to Indonesia, Rob Brewis, investment manager at Aubrey Capital Management, shares his views on the bright spots for the country.
Mirrors existing mandate
Record inflows in run-up to Brexit
Risen to $54.6bn
Improved sentiment to the region
The emerging markets asset class remains at the forefront of the world's most vibrant and fastest-growing economies, with overall gross domestic product growth rates comfortably in excess of the developed world this year, despite much-publicised slowdowns...
Raman Aylur Subramanian, head of equity applied research at MSCI, analyses the opportunities different emerging market countries have offered investors in the recent rally and how a handful of sectors have been key to the region's outperformance.
Maarten-Jan Bakkum, senior strategist, emerging markets at NN Investment Partners, explains how a small group of troubled countries is responsible for the deterioration of the average growth momentum in EMs.
J.P. Morgan Asset Management's Austin Forey, manager of the £990m Emerging Markets investment trust, has highlighted the importance of "running your winners" and sticking to a consistent investment process as he reflects on over two decades running the...
Sold exposure following Brexit
Money still leaving active equities