Need to be discerning
Pioneer of EM investing
The old saying "markets like to climb a wall of worry" proved spot on in 2017, writes Russ Mould, investment director at AJ Bell.
Partner Insight: Ross Teverson, Head of Strategy, Emerging Markets at Jupiter Asset Management, provides an insight into the Jupiter Global Emerging Markets Fund philosophy, which is centred on identifying companies experiencing 'positive change' in emerging...
Global capital has only been gradually waking up to the potency of the middle class opportunity in emerging markets, particularly in China, writes Ed Butchart, chief investment officer at Sloane Robinson.
Soft-closed in 2012
'Everything looks expensive or horribly expensive': GMO reduces seven-year forecasts across all asset classes in Q4
EM value most bullish position
Much has been written about the decision to include China A-shares in the MSCI Emerging Market Index. The symbolic importance cannot be overlooked. Whether it will have a significant impact on client portfolios, however, remains to be seen.
Dominance by Chinese tech firms
The introduction of India's first infrastructure investment trust, called IRB, in May underscores the expectation infrastructure spend will be a key driver of the country's growth over the next few years.
Growing sophistication in technology
Emerging market debt issuers are often assumed to be inherently less creditworthy than their developed market counterparts. But the reality tells a different story, says Rodica Glavan EMD portfolio manager at Insight Investment
Politics remains swing factor
Investment Conundrums: Lazard AM's Donald - 'The potential for protectionist policies under Trump remains a chief concern for EM investors'
China debt level's and Trump's agenda cited as key risks
Technology adoption a key theme
Reached $1bn in AUM
Development of EM and US themes
China and Turkey pose key risks
Established free trade agreements
Rising debt levels
Uncharacteristically immune to global risks
Managed by Matt Linsey
Positive on Asian equities in particular
Despite years of political upheaval, Brazil is attracting greater interest among investors due to the purchasing power of its growing middle class. In investment terms, being middle class offers more opportunities, notes John Ewart, co-manager of the...