Emerging markets

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.

EM indices at four-month lows

Could benefit oil and gold

Runs emerging market funds

Emerging market investment trusts are still trading on discounts as wide as 19%, despite the broader rally for the region continuing to gain momentum.

Japan also strong performer

'Deep understanding' of EM political challenges

Outflows of $727m this week

A rebound in commodity prices, a weaker dollar, a more dovish stance from the Federal Reserve, and an improving landscape in China all combined to give a number of emerging markets a new lease of life, writes Carmignac's Didier Saint-Georges.

Asia markets rise