James Johnstone, co-head of emerging & frontier markets at RWC Partners, looks at the most significant emerging market themes for investors.
The key tenet behind thematic investing is to focus on anticipating large structural shifts across the world in areas such as technology, finance, demographics or consumption. Emerging markets can...
Reducing volatility and maximising returns
Record organic asset growth
Global economic cycle is among the longest in history
Fixed income manager takes a more cautious approach
Duff & Phelps IM selected for real estate vehicle