Brazil
Olympics Special: Fund managers' gold medal stocks from ten host countries
Best ideas from host countries since 1980
Should smart beta investors worry about high correlation between value and high volatility factors?
Recent market commentary has raised concerns around crowded trades that could adversely affect smart beta strategies, writes Gaurav Mallik, global head of equity strategies at State Street Global Advisors.
Will Rousseff's impeachment be a game-changer for Brazil?
Equity markets rallied
BlackRock's Landers promotes Petrobras back into top ten holdings
Will Landers, manager of the BlackRock Latin American investment trust, has increased his exposure to Brazilian large-cap stocks, including beleaguered state-controlled oil giant Petrobras, as he believes these companies will benefit when foreign flows...
How to avoid the highly leveraged EMs
High level data analysis can provide useful flags, but the real challenge is to understand the dynamics and key economic factors to create a much more detailed picture of whether GEMS (or any asset class) offer good value.
Brazil: Investors buoyed as Dilma's 'damaging' reign nears an end
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...
LGIM's Onuekwusi eyes undervalued EM exposure
EM exposure at lowest level
Update: Brazil Senate votes to impeach President Dilma Rousseff
Will now face trial for hiding budget deficit
Contrarian: Where now for the four EM horsemen of the apocalypse?
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.
Elections, referendums and Olympics: This year's ten biggest global events to watch
What will affect investor sentiment in 2016?
IMF in rescue talks with Azerbaijan after oil-led currency crash
Monitoring developments in other oil-exporting nations
Is the emerging markets label a useful one anymore?
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.
Which fund sectors were the winners and losers in 2015?
Investors had to negotiate challenging times in 2015, but which sectors were the ones to back, and where was best avoided?
Currency volatility, modest equity returns and more ECB action: The investment outlook for 2016
Investment Week asks managers where they believe the best opportunities and key risks lie in the forthcoming 12 months.
Should investors have backed Brazil's SMEs instead of commodity giants?
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.
End of the line for unloved BRIC funds?
Last week's news that BRIC pioneer Goldman Sachs had been forced to merge its fund into a wider emerging markets offering seemed to sound the death knell for what were once hugely popular vehicles less than a decade ago.
Brazil: Basket case or buying opportunity?
Investors were given yet another reason to steer clear of Brazil after political turmoil and high debt levels saw ratings agency Standard & Poor's downgrade the country's status from investment grade to 'junk' this month.
S&P cuts Brazil rating to 'junk'
Rising deficit prompts downgrade
Is Asia's potential 'diluted' when accessed via EMs?
Peter Askew, co-manager of the T. Bailey Growth fund, says investors are at risk of missing out on the best Asian opportunities by only allocating to the region through emerging market labels
Can Mexico be given a clean bill of health?
Can Mexico be given a clean bill of health?
Which out of favour market has caught First State GEM team's eye?
First State Stewart's global emerging markets team is turning more positive on one of investors' least-loved global equity markets, saying valuations now warrant closer attention.
Role reversal: Investors exit frontier markets on GEM revival
Investors are moving out of frontier markets and in to global emerging market vehicles, including BRIC funds, to capture a reversal in their fortunes.
The EMs set to weather global headwinds… and those in the firing line
Winners and losers
BlackRock's Landers: The drivers helping turnaround Brazil and Mexico
Latin American equities have been out of favour with investors for some time, but things could be about to change, writes BlackRock's Will Landers.
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