Emerging Markets

In May, risks of a trade shock sharply rose following US President Donald Trump's increasingly aggressive rhetoric towards China.

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.

Re-escalation of trade war tensions could feed end-of-cycle concerns

Subject to same NIN cross trades availability

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

Bottom-up, fundamental investment strategy

Technology and politics among key themes

Beginning of trade wars could trigger a strong headwind

Emerging Market 2024 Fixed Maturity strategy

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