White to co-manage alongside Mark Asquith
Laying the foundations for a market rebound
Fiscal stimulus and history to the rescue?
Privatisation of government assets to boost growth
While valuations in emerging bond markets may look fairer after solid performance in 2019, we believe various factors remain supportive to the outlook.
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