Over the past two years, emerging markets (EMs) have enjoyed a strong return to outperformance, driven by the first synchronised global growth episode since before the global financial crisis.
With EM economic indicators accelerating rapidly - and faster than those in developed markets - this growth has driven a dramatic improvement in earnings prospects for corporates across the board. ...
Four potential outcomes
Industry members abseil down Broadgate Tower
Changes made on 14 September
Hired as portfolio manager in global equity income team
'Three cycles are colliding'