Emerging Markets
What are Psigma IM's top three fund picks for 2019?
Chosen by senior analyst Dan Adams
The technology trends to benefit from in emerging markets
Trade war shows 'no signs of abating'
Franklin Templeton recruits emerging markets duo
Based in Shanghai
Further sell-offs or potential upside? The 2019 outlook for emerging markets
Fell into bear market territory in 2018
Mobius's Desai: Looking through the noise in India in 2019
Next year's general election set to dominate market discussion
Coupland Cardiff CEO: India is the new Japan - but with better demographics
Positions EMs outlook for next 12 months
Is the end truly nigh for the current business cycle?
As has been reported many times, this business cycle has continued for a long time.
TEMIT's Sehgal: US dollar strength remains a risk
In 2018, the world economy entered unfamiliar territory.
Can November's emerging markets rebound be sustained in 2019?
'Hungry investors' coming back in
JPMAM's Ward on how Europe is being impacted by the global trade storm
The European economy has proved a major disappointment this year. Investors started 2018 full of optimism.
Mannix: It is a really interesting environment for recruiting fund managers
Became CEO in 2013
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
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