Global Emerging Markets
Are you still invested in emerging market equities?
The truth behind 'cheap' valuations
How do 'conservative values' in the Middle East impact investors?
Until recently, emerging markets within the Middle East remain a largely untapped source of opportunity within sports and entertainment sectors. This, over the past decade, has seen a significant change.
A word of warning on China's future
Credit expansion is 'noteworthy'
The world in 2020: Ten global market predictions
Return of big banks and the end of austerity?
The forces driving emerging market debt returns
Emerging market (EM) local currency debt looks set to extend gains in early 2020, as contained trade war fears and ample liquidity sustain investors' hunt for yield.
India: Reform is coming, but not just yet
Finding companies ahead of the growth trend
A tale of two sectors: The future of frontier and small emerging markets
Why the time has come for smaller countries to shine
The outlook for Latin America: An 'asset management revolution'?
AUM forecast to double by 2025
SJP replaces Janus Henderson with Somerset CM on EM fund
Somerset co-founder to take over as lead manager
Investment Association to split IA Global Emerging Markets Bond sector
Three new sectors from 1 January
From Brexit to Turkey and beyond: The top macro tips for 2020
Which areas should investors pay attention to?
Saudi Aramco listing shines spotlight on reforming Saudi Arabia
Natural resource and population tailwinds
EM 2020 outlook: 'Impulsive' Trump and other macro woes to persist
But growth and sentiment set to improve
EMD yields look attractive but beware political risks
After a volatile Q4 2018 when credit spreads widened but government bonds rallied due to safe-haven flows, fixed income markets across different categories have delivered strong returns so far this year.
The unlikely EM countries showing 'economic promise'
Emerging markets, much like developed markets, have been influenced by macroeconomic and political developments since the start of the year.
MSCI completes 20% partial inclusion of China A-shares in major indexes
Public consultation reveals investor concerns before further inclusion considered
Investing in emerging markets healthcare: The main market drivers
The key themes to look out for
The opportunities in the Gulf markets
Saudi Arabia's successful 'Future Investment Initiative' ('Davos in the desert') last month and the much-anticipated listing of Aramco have reminded us of the potential of the Gulf region for investors.
Somerset's Asquith: The mistake that changed how I run money
Why three is the magic number
Why EM local debt may shine brighter
Four factors may work as catalysts in 2020
GAM launches Asian fixed income capability
Amy Kam to lead GAM Asian Income Bond strategy
Update: NN IP's Assalin and EMD team join William Blair IM
To start in Q1 2020
JPMAM launches sustainable EM equity fund
Targets 'best in class' industry leaders
Investors must 'rethink safe havens' - JPMAM
New report on Long Term Capital Market Assumptions
