Should investors consider EM corporate issuers for sustainable and responsible investment strategies?
With global growth accelerating, emerging market (EM) corporate fundamentals continue to improve. Moreover, EM corporate bonds offer attractive valuations in the current low-yield environment.
Country is an EM favourite
Added to MSCI Emerging Markets index
Many countries did not reflate alongside China
Decision expected 20 June
'Dispute may trigger severe market turmoil': Shares tumble as China promises retaliation on Trump's $200bn tariffs threats
White House to identify Chinese goods on which to impose 10% import tariffs
Expectant of emerging market contagion
TER of 0.50%
Financial performance in focus
We are cautiously optimistic about emerging market (EM) equities this year. Valuations are reasonable and risks look to be largely contained.
Oil price stability also key
China becoming a 'normal stockmarket'
UK funds saw stronger performance
Tournament takes place in Russia
Moscow's relation with Beijing in focus
David Cornell, manager of the closed-ended £120m Ocean Dial India Capital Growth fund, has said structural reform and technological revolution in India have led to a change in traditions and cultural behaviours, which in turn is having a positive impact...
The EMD hard currency (HC) asset class has declined by 4.75% since the beginning of the year.
'One Belt, One Road'
Latin America and Caribbean at risk
Possible challenges to flows
Speaking to Artemis and AllianzGI
Tom Smith has been at Neptune since 2009