Emerging Markets
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).
What will be the impact of the ECB unwinding QE on bond markets?
Two scenarios outlined
Apprentice fund managers: You're hired!
Reviewing the best deputy managers
Argentina seeks accelerated IMF disbursements
INDUSTRY VOICE: After a volatile month for emerging markets in aggregate, and for Argentina in particular, it is worth revisiting what has happened.
How have frontier market changes impacted portfolios?
Increase in 'crossover' economies
EM earnings: Where do we go from here?
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.
Turbulent September sees mixed results for EM funds
India and China funds struggle
China's A-shares 'progress' leads to further index inclusion as FTSE Russell predicts bumper flows
Successful entries prompt weighting increase
