Brazil is a good illustration of why many investors remain wary of emerging market debt (EMD), despite the serious attractions of the asset class.
Risk scenarios vary from country to country
Paul Jackson, head of research at Source, looks at how the changing political landscape has helped Europe - while hurting the UK, US and Brazil.
China and the Czech Republic well placed
Political risk not affecting fundamentals
Markets rebound despite talk of impeachment in Brazil and the US
Rob Drijkoningen, global co-head of emerging markets debt at Neuberger Berman, takes a closer look at the drivers of the EM recovery.
Earnings growth is projected by some market strategists to bounce back in emerging markets in 2017 following five lacklustre years, writes James Donald, head of emerging markets at Lazard Asset Management.
Brazil, one of the best markets in 2016, has clearly underperformed in the past few weeks, writes Maarten-Jan Bakkum, senior strategist, emerging markets at NN Investment Partners.
Commodity-producing nations will benefit
Fall larger than analysts' expectations
What will be Trump impact?
You may not have enjoyed 2016 but it was actually a decent year for investors. Perhaps surprisingly, Russia, Brazil and high yield top the performance rankings, which goes to show the wisdom of avoiding crowded trades.
Before you think of asking yourself which way emerging markets are going to go this year, stop, writes Tamsin Evans, head of multi-asset at River and Mercantile Asset Management.
Introduced new long-term discount target
Four factors for a super-Goldilocks economy
Brazil and Russia top performers for 2016
Emerging markets continue to face a number of macroeconomic challenges, often linked with the dramatic falls in commodity prices and political risks that investors must discount for.
Renewed expectations of a US interest rate rise and the uncertain outcome of the imminent US election have recently contributed to more moderate returns from emerging market bonds after their solid year-to-date performance.
Raman Aylur Subramanian, head of equity applied research at MSCI, analyses the opportunities different emerging market countries have offered investors in the recent rally and how a handful of sectors have been key to the region's outperformance.
Replaced by interim Michel Temer
Regime change less of a threat
Presidential impeachment verdict expected in August