Investment Week | Emerging-markets

'Everything looks expensive or horribly expensive': GMO reduces seven-year forecasts across all asset classes in Q4

EM value most bullish position

28 November 2017 • 2 min read

Jupiter Global Emerging Markets fund: 'Why half of the companies we invest in are not represented in our respective benchmark at all'

Partner Insight: The Jupiter Global Emerging Market Fund's unconstrained approach is essential to implementing the fund's non-traditional and 'change-based' investment philosophy, which aims to identify stocks that are experiencing positive change that...

27 November 2017 • 2 min read

Emerging markets

Industry Voice: Are China A-share companies the next dividend opportunity?

Much has been written about the decision to include China A-shares in the MSCI Emerging Market Index. The symbolic importance cannot be overlooked. Whether it will have a significant impact on client portfolios, however, remains to be seen.

24 November 2017 • 5 min read

Emerging markets

Tech heavyweights: Where now for the BATs?

Dominance by Chinese tech firms

23 November 2017 • 4 min read

Emerging markets

How tech and e-commerce is driving growth in China

Growing sophistication in technology

22 November 2017 • 2 min read

Markets

Investment Conundrums: Invesco Perpetual's Mustoe warns 'relaxed' investors could be shaken by 'unexpected' interest rate hikes

'Uncharted territory'

22 November 2017 • 4 min read

Partner Insight

How can investors identify 'under-appreciated' change in emerging markets?

Partner Insight The idea of 'underappreciated change' is particularly prevalent in emerging markets according to Jupiter's Head of Strategy, Emerging Markets, Ross Teverson. Here he explains how the concept helps him identify opportunities

20 November 2017 • 2 min read