Emerging markets

Simon Lue-Fong, manager of Pictet's Emerging Local Currency Debt fund, has reduced his long duration bias in preparation for the end of emerging market bank's rate cutting cycle.

Emerging market currencies have rallied strongly after a rough opening to the year. Globalisation, the structural driver for the asset class, continues.

Emerging markets equities experienced an extraordinary recovery in the second quarter of 2009.

For quite some time, India has languished as the poor relation to China in the minds of UK investors.

S&P's annual emerging markets debt review shows managers believe corporate bond default levels will rise this year and are shifting into high-quality government debt.

Thinking back to 20 years ago, there was a buzz of excitement in the investment world as investors seeking above-average returns ventured in a handful of exotic economies.

Positive macro data in Q4 could prompt another significant spell of outperformance in emerging markets, says Bryan Collings, manager of the Ignis International Hexam Global Emerging Markets fund.

Bric economies have enjoyed a strong rebound since markets started to recover, but for markets to move decisively upwards from current levels, we will need more evidence of bottoming out of developed world economic data and for upwards revisions to start...

Hexam Global Emerging Markets fund manager Bryan Collings has significantly reduced his Russian exposure as he moves defensive after riding the sharp recent rally.

Bond investors can expect the US Federal Reserve not to increase its quanititave easing commitments, ...