China

New markets opening across the world

Results show 'mixed picture'

One-on-one meetings with portfolio managers

Many investors are worried about the potential impact of the coronavirus. Only one case has been reported in Japan so far, though the authorities have quarantined a cruise ship with affected passengers on board.

Low probability of US 2020 recession

Companies must make good on ESG promises, manager argues

'Constructive macro view' behind latest additions

Tenpin, emerging markets and Alphabet

After some volatility during the summer, Q4 2019 added to the rising tide experienced by European equity markets since the dip in late 2018.

As we think about 2020, the biggest concern in emerging markets (EM) revolves around the contagion risks linked to US-China trade negotiations and possible knock-on effects of a divisive US election year.