Rising inflation a risk
Both countries seeing improving sentiment
'Do not rush in with eyes wide shut'
Several sectors 'subsumed' by tech growth
Rising debt levels
Gallery of emerging markets of the future
MSCI reviewing index constituents
Tim Love, investment director for emerging market equities at GAM, explains why the team is biased towards the frontier markets of Vietnam, Argentina, Romania and Pakistan.
As the 'lower for longer' yield mentality in developed markets appears to be morphing into 'lower forever', the higher yields available in emerging market fixed income may offer an alternative, writes Claudio Da Gama Rose, associate portfolio manager...
The election of President Mauricio Macri, in December 2015 brought an end to more than 70 years of Peronist rule in Argentina and has heralded an era of significant political change.
Country selection is key
The recent election in Argentina marks the first step in finally opening the nation to investors and a brighter future for Buenos Aires and the wider country. Roberto Lampl, Alquity's head of Latin American investments, discusses the implications for...