Emerging markets

Throwing caution to the wind

Technology and connectivity companies typically rate favourably on traditional sustainability metrics. While this is a good initial filter for investors, Fidelity Future Connectivity Fund co-managers Sumant Wahi and Jon Guinness outline why analysing digital ethics is arguably a more insightful way of assessing the potential risks facing the world’s most disruptive innovators.

The team running EM debt portfolios at Eaton Vance has taken a unusually bullish stance on the asset class. Across all risk factors – EM FX, EM local rates, EM sovereign credit and EM corporate debt – the team has constructive views. A key reason here is the supportive macro environment for the asset class and the belief that this supportive environment will continue. On a one-year view, EM local-currency-denominated debt is the team’s top pick.

Growing middle class a boon for market

Optimism high following change of guard

Alquity Global Impact soft opens

New projects put country in good stead with investors

Asian stocks to lead charge against developed markets

Job creation bill good news for economy and investors

Investors relishing prospect of EMs as greenback slumps