Emerging Markets
Was Brazil the 'last remaining hurdle' for emerging markets?
Brazilian election means less political uncertainty
Lessons from Turkey and Argentina: Where is the value in EMD now?
Industry Voice: Alejandro Arevalo, Manager of the Jupiter Global Emerging Markets Corporate Bond and Jupiter Global Emerging Markets Short Duration Bond Funds, discusses lessons learnt from recent crises in Turkey and Argentina this year, and how this...
GAM's Love moves overweight Turkey in 'guts and glory trade'
Despite capital controls risk
The prospect of new cities (and accompanying flow of capital) in the Gulf
Recent revelations about Saudi Arabia's hand in the Jamal Khashoggi affair has marred what is an otherwise engrossing growth story, not just for the largest of the Gulf states, but for other countries in the Gulf Cooperation Council (GCC).
The big three concerns for investment managers… and how technology can provide a solution
Brexit fears at home and away
Airports, casinos and e-sports: Finding sustainable income opportunities in Asia
Industry Voice: The sell-off in emerging markets this year has created a more favourable environment for Asian income funds, allowing them to deliver strong returns relative to the index and display their ability to mitigate risks to investors' capital....
Are negative emerging market headlines hiding a wealth of opportunities?
Industry Voice: Emerging market shares have been hampered by negative investor sentiment in 2018 and are currently trading at a significant discount to developed markets; the widest it has been for a decade.
Robeco's Neele on the current European consumer trends
Europe is full of secular growth trends including digitalisation, faster growth in emerging markets, consumer loyalty to premium brands and increased health awareness.
Polar Capital's Nøddekær: Trade wars will allow Asia to 'step out on its own'
US becoming insular
Neuberger Berman duo: Brazil's reform-minded Bolsonaro could restore EM sentiment
Second round on Sunday
Revealed: Winners of the Specialist Investment Awards 2018
Celebrating boutique and passive investing
Investec AM hires emerging markets director from Pictet
Spent 13 years at Pictet
Buxton's Merian targets Asian market with strategic partnership
Joined with Chinese asset manager Ping An
M&G's Calich adds to 'appealing' Chinese corporate bond exposure
US interest rate rises, international trade tensions and local currency volatility have remained key concerns in emerging markets (EM).
The opportunities in the Polish bond market
European investors are welcoming the new season after an intense summer that saw the bond market on the verge of collapse with the news of a developing crisis in emerging markets (EM), and an intensifying trade war between the US and some of its largest...
Home and away: Why Indian equities have struggled to perform this year
Impact of recent market correction
Navigating this year's 'perfect storm' for emerging markets
Elections and currency woes
Which factors could prompt a resurgence in EMD inflows?
After very strong returns in 2016 and 2017, emerging market debt (EMD) has underperformed this year amid intensifying concerns around trade protectionism, bear-flattening of the US Treasury yield curve, a strengthening US dollar and idiosyncratic issues...
GSAM responds to client demand with ESG-focused EM fund
Second ESG-focused offshore fund
Ignoring the 'bad apples' of emerging markets
It has been a challenging year for emerging markets (EMs).
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