Headwinds in the most unexpected places
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...
Subject to same NIN cross trades availability
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?
Wider access for European investors
This Month: Allianz Global Investors portfolio manager and global strategist Neil Dwane
The hotspots to look out for
BJP set for historic landslide
The rhetoric over the US-China trade war has again increased, triggering the biggest fall in US stock prices since January.
Michael O'Brien and Sandip Patodia taking over
As we enter Q2, we see particular value in the hard currency and frontier market spaces within emerging market debt (EMD).