Nicholas Brooks, head of research at ETF Securities, said investors may only be mid-stage in a bull market for commodities.
For the past 12 months and much of the past two years, two issues dominated investor mentality, at least when it comes to macro-related thinking: one is the US and the other is Europe.
China will be the most attractive emerging market in the next six to 12 months, according to Conrad Saldanha of Neuberger Berman.
Projit Chatterjee, co-portfolio manager of the UBS Emerging Markets Equity Income fund, tells Joanna Faith what has helped and hindered his recent performance.
Investec emerging market debt head highlights growth and stability as Nigeria joins J.P. Morgan index.