Brazil

Following Brazil's Lower House of Congress vote to impeach President Dilma Rousseff earlier this week, investors have welcomed the possibility of regime change in the country. Here, three managers discuss what effects a change of government could have...

EM exposure at lowest level

Will now face trial for hiding budget deficit

Until just a few months ago, emerging markets seemed doomed. The four horsemen of the EM apocalypse were supposed to be Brazil, Turkey, South Africa and everyone's least favourite demon - Russia.

What will affect investor sentiment in 2016?

Monitoring developments in other oil-exporting nations

The very different economies grouped under the emerging markets label offer contrasting prospects for investors. India, for example, continues on a gradual reform path and we believe its outperformance is not a quirk and should continue.

Investors had to negotiate challenging times in 2015, but which sectors were the ones to back, and where was best avoided?

Investment Week asks managers where they believe the best opportunities and key risks lie in the forthcoming 12 months.

Richard Plaskett, client director in J.P. Morgan Asset Management's investment trust team, argues the case for investing in SMEs in Brazil to secure long-term growth opportunities.