Emerging and Asian Markets Spotlight
Stay up to date with all the latest news, insight and research on Asian equities, emerging markets and EMD on this exclusive hub, brought to you in association with Jupiter Asset Management.
Brazilian election means less political uncertainty
Industry Voice: Alejandro Arevalo, Manager of the Jupiter Global Emerging Markets Corporate Bond and Jupiter Global Emerging Markets Short Duration Bond Funds, discusses lessons learnt from recent crises in Turkey and Argentina this year, and how this...
Despite capital controls risk
Recent revelations about Saudi Arabia's hand in the Jamal Khashoggi affair has marred what is an otherwise engrossing growth story, not just for the largest of the Gulf states, but for other countries in the Gulf Cooperation Council (GCC).
Brexit fears at home and away
Industry Voice: The sell-off in emerging markets this year has created a more favourable environment for Asian income funds, allowing them to deliver strong returns relative to the index and display their ability to mitigate risks to investors' capital....
This week's tables
Industry Voice: Emerging market shares have been hampered by negative investor sentiment in 2018 and are currently trading at a significant discount to developed markets; the widest it has been for a decade.
Europe is full of secular growth trends including digitalisation, faster growth in emerging markets, consumer loyalty to premium brands and increased health awareness.
US becoming insular
Second round on Sunday
Celebrating boutique and passive investing
Spent 13 years at Pictet
Joined with Chinese asset manager Ping An
US interest rate rises, international trade tensions and local currency volatility have remained key concerns in emerging markets (EM).
European investors are welcoming the new season after an intense summer that saw the bond market on the verge of collapse with the news of a developing crisis in emerging markets (EM), and an intensifying trade war between the US and some of its largest...
Impact of recent market correction
Elections and currency woes
After very strong returns in 2016 and 2017, emerging market debt (EMD) has underperformed this year amid intensifying concerns around trade protectionism, bear-flattening of the US Treasury yield curve, a strengthening US dollar and idiosyncratic issues...
Second ESG-focused offshore fund
It has been a challenging year for emerging markets (EMs).
Two scenarios outlined
Reviewing the best deputy managers
INDUSTRY VOICE: After a volatile month for emerging markets in aggregate, and for Argentina in particular, it is worth revisiting what has happened.
Increase in 'crossover' economies
Emerging markets (EM) have endured a tricky spell this year as the impact of US trade policy changes and slightly weaker earnings than expected rocked the sector.
India and China funds struggle
Successful entries prompt weighting increase