Emerging Markets

Developing regions out of favour for "some time"

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

Angus Coupland, CIO of Coupland Cardiff Asset Management, explains why being underweight Asia is the riskiest allocation decision in global equities today.

India and China most interesting in region

As events such as the forthcoming EU referendum contribute to market uncertainty, managers tell Investment Week in this special two-part feature where they are finding the best uncorrelated assets that are helping their portfolios achieve 'true' diversification...

Big plans for EMEA region

Profit and revenue falls

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.