Big plans for EMEA region
High level data analysis can provide useful flags, but the real challenge is to understand the dynamics and key economic factors to create a much more detailed picture of whether GEMS (or any asset class) offer good value.
Started to add exposure to EMs
Created GEM fixed income division last year
Following Brazil's Lower House of Congress vote to impeach President Dilma Rousseff earlier this week, investors have welcomed the possibility of regime change in the country. Here, three managers discuss what effects a change of government could have...
The volume of opinion surrounding emerging markets can, at times, seem deafening, writes Peter Elston, chief investment officer at Seneca Investment Managers.
Latest Lloyds Private Banking survey
Gap in GDP growth between India and Brazil increases