Brazil will be one of the first countries to emerge from recession and is on track to become a global economic powerhouse, according to Legg Mason affiliate Batterymarch.
Equity markets around the world have continued to rally, fuelled by liquidity and some signs of improving economic data.
The key areas to focus on in Latin America, certainly from an equity investor's point of view, are Brazil and Mexico.
Bryan Collings increased exposure to Russia, Brazil and Indonesia in Hexam Global Emerging Markets during August, while retaining an overweight to China.
We believe there is a strong strategic case for choosing to invest in commodities. Over the next 15-20 years, we expect demand for the world's natural resources to grow at a rapid pace.
Emerging markets equities experienced an extraordinary recovery in the second quarter of 2009.
Rathbones Unit Trust Management CIO Julian Chillingworth and S&P global equity strategist Alec Young debate the outlook for the global economy
The Bric concept has lost momentum according to emerging market managers in Standard & Poor's annual Global Emerging Markets review.
Bric economies have enjoyed a strong rebound since markets started to recover, but for markets to move decisively upwards from current levels, we will need more evidence of bottoming out of developed world economic data and for upwards revisions to start...
Global Bond managers nominated in last year's Fund Manager of the Year Awards continue to outperform despite tough sector conditions