Over the past two years, emerging markets (EMs) have enjoyed a strong return to outperformance, driven by the first synchronised global growth episode since before the global financial crisis.
Overheated global economic recovery a risk
The outperformance of emerging markets that began in January 2016 and extended through the rest of that year and 2017 has continued in the first months of 2018. Perhaps the most important driver behind this sustained strength - the first consecutive years...
‘No longer in the interests of shareholders to keep it open’
Edward Lam, lead manager of the Somerset Emerging Markets Dividend Growth fund, takes a closer look at whether EMs can keep up their impressive run.
Boosting profile in the region