Paul Jackson, head of research at Source, looks at how the changing political landscape has helped Europe - while hurting the UK, US and Brazil.
Alongside head of EMs Newman
China and the Czech Republic well placed
Gallery of emerging markets of the future
Political risk not affecting fundamentals
When investments deliver double-digit returns within a year, it is normal for investors to pause for breath and reassess the original investment thesis.
Rob Drijkoningen, global co-head of emerging markets debt at Neuberger Berman, takes a closer look at the drivers of the EM recovery.
Economies under Trump's 'radar'