Argentinian 100-year bonds down 30% over last week
What risk factors should investors look out for?
India's MSCI weighting will become smaller
Founding partners release 3.3% equity to partners
Spread of new technologies
Global and emerging markets launches
We are seeing a new bout of deterioration in fundamentals, with earnings revisions worsening and PMIs back on a declining path across emerging markets (EM).
Headwinds in the most unexpected places
Expands sustainability offering
Emerging markets have generally performed well over the last three years; the MSCI Emerging Markets index has returned over 30% during the period and we believe the asset class still has significant potential to grow.
India and trade disputes give EM managers a lot to think about
Central banks in emerging markets are cutting rates as expectations of easier monetary policy in the US give emerging countries more flexibility to stimulate their economies. This could bode well for investors in countries such as Russia given that valuations...
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Frontier markets - those considered too risky, illiquid or small to enter most emerging markets indexes - can offer huge rewards for those investors brave enough to go exploring
Bottom-up, fundamental investment strategy
Technology and politics among key themes
Beginning of trade wars could trigger a strong headwind
TEG issues report on sustainable finance
Which tech firms and trends are blazing a trail?
LatAm giants' economies in focus ahead of Copa América
The emerging market debt universe offers investors an expanding pool of opportunities that may be better assessed when integrating environmental, social and governance factors.
Market performed well year to date
Which areas can make a difference?
Emerging markets are set to experience further turbulence over the coming months, in large part because of the escalating trade war between the US and China. What are the likely next steps and how can investors mitigate the effects?