Europe is full of secular growth trends including digitalisation, faster growth in emerging markets, consumer loyalty to premium brands and increased health awareness.
US becoming insular
Second round on Sunday
Celebrating boutique and passive investing
Spent 13 years at Pictet
Joined with Chinese asset manager Ping An
US interest rate rises, international trade tensions and local currency volatility have remained key concerns in emerging markets (EM).
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...
Impact of recent market correction
Elections and currency woes
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...
Second ESG-focused offshore fund
It has been a challenging year for emerging markets (EMs).
Two scenarios outlined
Reviewing the best deputy managers
INDUSTRY VOICE: After a volatile month for emerging markets in aggregate, and for Argentina in particular, it is worth revisiting what has happened.
Increase in 'crossover' economies
Emerging markets (EM) have endured a tricky spell this year as the impact of US trade policy changes and slightly weaker earnings than expected rocked the sector.
India and China funds struggle
Successful entries prompt weighting increase