Added to Asia and luxury spending holdings in UK and global equity funds
As we think about 2020, the biggest concern in emerging markets (EM) revolves around the contagion risks linked to US-China trade negotiations and possible knock-on effects of a divisive US election year.
Opportunities in EMs such as Indonesia and Myanmar
$12trn of global bonds trading with sub-zero yields
The truth behind 'cheap' valuations
Until recently, emerging markets within the Middle East remain a largely untapped source of opportunity within sports and entertainment sectors. This, over the past decade, has seen a significant change.
Return of big banks and the end of austerity?