Emerging markets

According to Research Affiliates

There are attractive investment opportunities among high-yielding emerging market (EM) eurobonds in our view, writes Koon Chow, an EM macro and FX strategist at Union Bancaire Privée (UBP).

Follows US election result

Emerging markets continue to face a number of macroeconomic challenges, often linked with the dramatic falls in commodity prices and political risks that investors must discount for.

Emerging market fixed income has been one of the best performing assets classes of 2016 and this can be seen from improving industrial production and PMI indicators, showing that emerging economies are once again widening the gap to industrial countries....

Value stocks beginning to outperform

Following a prolonged period of poor performance, many investors have started to reappraise the prospects for emerging markets (EMs).

Strategic partnership in place since 2012

Co-managed by Mark Mobius

A legacy of ultra-low interest rates, high government debt, and subdued economic growth in developed markets is that investment returns from all major asset classes are low and likely to remain so for some time.