Emerging market (EM) local currency debt looks set to extend gains in early 2020, as contained trade war fears and ample liquidity sustain investors' hunt for yield.
Finding companies ahead of the growth trend
Why the time has come for smaller countries to shine
AUM forecast to double by 2025
Somerset co-founder to take over as lead manager
Which areas should investors pay attention to?
But growth and sentiment set to improve
Emerging markets, much like developed markets, have been influenced by macroeconomic and political developments since the start of the year.
Public consultation reveals investor concerns before further inclusion considered
The key themes to look out for
Saudi Arabia's successful 'Future Investment Initiative' ('Davos in the desert') last month and the much-anticipated listing of Aramco have reminded us of the potential of the Gulf region for investors.
Significant discounts emerging
Four factors may work as catalysts in 2020
Targets 'best in class' industry leaders
Hard currency (HC) and local currency (LC) emerging market debt (EMD) have already delivered 13% and 10.3% this year respectively.
Eyes further launches over next six months
New Discovery fund offers investors an alternative to "index anchoring"
'Radical' cuts could pay off domestically
Succeeded by Will Sutcliffe
Expands sustainability offering
Partners with BennBridge for Skerryvore Asset Management launch
Technological advancements will play a huge part
How the emerging market giant is plotting its next growth path
Do same risks remain in place?