Emerging Markets
Emerging markets
We are seeing a new bout of deterioration in fundamentals, with earnings revisions worsening and PMIs back on a declining path across emerging markets (EM).
31 July 2019
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2 min read
Industry
Environmental, social and governance considerations increasingly important in EM
30 July 2019
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3 min read
Multi-asset
In May, risks of a trade shock sharply rose following US President Donald Trump's increasingly aggressive rhetoric towards China.
24 July 2019
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2 min read
Emerging markets
Emerging markets have generally performed well over the last three years; the MSCI Emerging Markets index has returned over 30% during the period and we believe the asset class still has significant potential to grow.
24 July 2019
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2 min read
Bonds
Re-escalation of trade war tensions could feed end-of-cycle concerns
01 July 2019
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3 min read
Emerging markets
Frontier markets - those considered too risky, illiquid or small to enter most emerging markets indexes - can offer huge rewards for those investors brave enough to go exploring
26 June 2019
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2 min read
