Emerging Markets

Improving corporate dynamics

Tim Love, investment director for emerging market equities at GAM, explains why the team is biased towards the frontier markets of Vietnam, Argentina, Romania and Pakistan.

Glen Finegan, Head of Emerging Market Equities, provides a detailed update on the Henderson Emerging Markets Strategy, covering performance, investment activity, portfolio positioning and his outlook for the asset class

Among emerging markets, India has proven to be the most consistent and sustainable investment opportunity over the last three years thanks to its changing fundamentals.

Sees $1.4bn inflows during quarter

ESG criteria makes difference to returns

Unconstrained approach

Changing growth model

Current institute predicts three to four more hikes in 2017

Managed by Rob Samson