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...
Improved sentiment to the region
Reflects UK open-ended funds trend
The emerging markets asset class remains at the forefront of the world's most vibrant and fastest-growing economies, with overall gross domestic product growth rates comfortably in excess of the developed world this year, despite much-publicised slowdowns...
Raman Aylur Subramanian, head of equity applied research at MSCI, analyses the opportunities different emerging market countries have offered investors in the recent rally and how a handful of sectors have been key to the region's outperformance.
Maarten-Jan Bakkum, senior strategist, emerging markets at NN Investment Partners, explains how a small group of troubled countries is responsible for the deterioration of the average growth momentum in EMs.