The key themes to look out for
Saudi Arabia's successful 'Future Investment Initiative' ('Davos in the desert') last month and the much-anticipated listing of Aramco have reminded us of the potential of the Gulf region for investors.
Returned 3,233% in the five years to 31 October
Survey uncovers 'bullish stance' on China
Hard currency (HC) and local currency (LC) emerging market debt (EMD) have already delivered 13% and 10.3% this year respectively.