Emerging market equities have made a swan-like turnaround this year after five years in the doldrums, writes Will Ballard, head of emerging market and Asia Pacific equities at Aviva Investors.
Replaced by interim Michel Temer
Regime change less of a threat
Enables investors to invest in upcoming tech players
Presidential impeachment verdict expected in August
Despite slowing growth
Going into the second half of 2016, much attention remained focused on the implications of the UK referendum result to leave the European Union, writes M&G's Claudia Calich.
Devan Kaloo (pictured), head of global emerging markets at Aberdeen Asset Management, gives his views on major global talking points.
Six managers reveal top ideas