Emerging Markets

'Pricing episodes give us value'

Boosted by infrastructure spending

99% of active US funds do not beat index over 10 years

'Deep understanding' of EM political challenges

Outflows of $727m this week

A rebound in commodity prices, a weaker dollar, a more dovish stance from the Federal Reserve, and an improving landscape in China all combined to give a number of emerging markets a new lease of life, writes Carmignac's Didier Saint-Georges.

Asia markets rise

Following a recent trip to Indonesia, Rob Brewis, investment manager at Aubrey Capital Management, shares his views on the bright spots for the country.

Tail risks include US election

As the 'lower for longer' yield mentality in developed markets appears to be morphing into 'lower forever', the higher yields available in emerging market fixed income may offer an alternative, writes Claudio Da Gama Rose, associate portfolio manager...