Emerging markets and the 'looming spectre' of rising inflation

The Covid-19 crisis is weighing on global growth and corporate earnings, with negative effects on the outlook for emerging markets (EM) pushing many countries in recession.

But investors in emerging markets will appreciate that the asset class is full of variations and opportunities if you do your homework. For those prepared to invest for the long term, shocks are nothing new, particularly within EMs. The 2008 Global Financial Crisis and the US-China trade war are two recent examples of crises that we have learned from and that through strong active management, security selection and risk management - investors can weather such storms. SPEAR Capital's Turner: Emerging markets may be a bet worth taking Emerging market central banks continued to sla...