Rob Drijkoningen, global co-head of emerging markets debt at Neuberger Berman, takes a closer look at the drivers of the EM recovery.
Emerging markets (EM) have surprised on the upside and are now growing at the fastest pace in almost three years - with the recovery largely driven by Brazil, Russia and China. Main drivers behind this...
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Fidelity's Jeremy Podger reviews the areas that have led global equities in recent times. He assesses whether these trends are showing signs of fading and looks back at past "mega-trends" for an insight into what could happen next.