Global Emerging Markets
Are quality investors missing out on emerging market equities?
A quality bias has been the right way to invest in emerging market equities for many decades.
Janus Henderson Investors hires four to boost EM equities team
Reporting to George Maris
How will renminbi movements affect other Asian currencies?
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.
The polarisation of bond markets: Austria versus Argentina
Argentinian 100-year bonds down 30% over last week
The seven challenges facing EMD investors
What risk factors should investors look out for?
How important is India's economy to global investors?
India's MSCI weighting will become smaller
Franklin Templeton's Hasenstab hit with $1.8bn Argentine bond losses - reports
In the wake of Monday's sell-off
Pictet launches GEM long/short fixed income fund
Pictet TR-Sirius offered externally for first time
Deteriorating fundamentals are weighing on EMs
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).
Relying on emerged economies for growth
Headwinds in the most unexpected places
ESG and emerging markets: Five myths to ignore
Environmental, social and governance considerations increasingly important in EM
The Chinese innovators set to drive emerging market growth
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.
Hidden gems: Exploring frontier markets
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
TEMIT's Ness on gearing and three 'new realities' in emerging markets
Technology and politics among key themes
Money losing investments - guaranteed!
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
Mirabaud Asset Management launches Fixed Maturity EMD fund
Emerging Market 2024 Fixed Maturity strategy
Fever pitch: Why Argentina vs Colombia is more than just a game of two markets
LatAm giants' economies in focus ahead of Copa América
Debunking the China property myth
Market performed well year to date
Seven key themes in emerging markets
Which areas can make a difference?
Turbulence ahead for emerging markets
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?
Indian stocks reach record high as investors welcome 'political continuity' with Modi
BJP set for historic landslide
Hermes' Greenberg on his top GEM stocks
The rhetoric over the US-China trade war has again increased, triggering the biggest fall in US stock prices since January.
The 'powerful factor' set to drive emerging market debt gains
As we enter Q2, we see particular value in the hard currency and frontier market spaces within emerging market debt (EMD).
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