A quality bias has been the right way to invest in emerging market equities for many decades.
Reporting to George Maris
We believe the move of US dollar/Chinese renminbi above seven during early August is symbolic, and the country has explained it is in response to the US-imposed tariffs on Chinese goods.
Argentinian 100-year bonds down 30% over last week
What risk factors should investors look out for?
India's MSCI weighting will become smaller
In the wake of Monday's sell-off
Pictet TR-Sirius offered externally for first time
We are seeing a new bout of deterioration in fundamentals, with earnings revisions worsening and PMIs back on a declining path across emerging markets (EM).
Headwinds in the most unexpected places
Environmental, social and governance considerations increasingly important in EM
Emerging markets have generally performed well over the last three years; the MSCI Emerging Markets index has returned over 30% during the period and we believe the asset class still has significant potential to grow.
Frontier markets - those considered too risky, illiquid or small to enter most emerging markets indexes - can offer huge rewards for those investors brave enough to go exploring
Technology and politics among key themes
Beginning of trade wars could trigger a strong headwind
Partner Insight: "We are trying to capture the mispricing created by behavioural biases" - Eastspring's Bentley
Eastspring's Sam Bentley discusses how adopting a value approach can offer huge opportunities in emerging markets
Emerging Market 2024 Fixed Maturity strategy
LatAm giants' economies in focus ahead of Copa América
Market performed well year to date
Which areas can make a difference?
Emerging markets are set to experience further turbulence over the coming months, in large part because of the escalating trade war between the US and China. What are the likely next steps and how can investors mitigate the effects?
BJP set for historic landslide
The rhetoric over the US-China trade war has again increased, triggering the biggest fall in US stock prices since January.
As we enter Q2, we see particular value in the hard currency and frontier market spaces within emerging market debt (EMD).