The flow-driven rally witnessed this year has left valuations across the board stretched and therefore vulnerable, particularly given the strong returns generated by the majority of investors in risk markets.
With most emerging market (EM) sub-asset classes up 8%-10%, so far it is difficult to see much more room for yields to head even lower. Gallery: What will frontier markets look like in 2020? The...
Wins contest against Jeremy Hunt
Former CEO of Sandaire Investment Office Alexandra Altinger
India and trade disputes give EM managers a lot to think about
Taking stock of the world's currencies