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.
Sentiment for the asset class and expectations for corporate earnings have increased significantly in 2016. The UK's vote to leave the European Union in June and the upcoming US election have been catalysts...
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Will compare with May 2017 results
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Ness spent eight years at the firm