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
Best ideas from host countries since 1980
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.
Equity markets rallied
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...
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.
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.
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.
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.
Rising deficit prompts downgrade
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