Fiscal stimulus and history to the rescue?
Adopting 'formal exclusions regarding fossil fuel exposure'
Johnny Chen joins from NN Investment Partners
Privatisation of government assets to boost growth
In a world of slow yet steady, non-inflationary economic growth, interest rates are likely to remain at relatively low levels over the medium term.
While valuations in emerging bond markets may look fairer after solid performance in 2019, we believe various factors remain supportive to the outlook.
Looking back at the past to predict the market of tomorrow
'Constructive macro view' behind latest additions
As we think about 2020, the biggest concern in emerging markets (EM) revolves around the contagion risks linked to US-China trade negotiations and possible knock-on effects of a divisive US election year.
Commodities reverse outflows
Best performing EM fund in the spotlight
Opportunities in EMs such as Indonesia and Myanmar
Following 33 fund manager meetings in January
Developing Opportunity fund
2019 was marked by US dollar appreciation
$12trn of global bonds trading with sub-zero yields
Will it finally match up to China's progress?
The truth behind 'cheap' valuations
Not all economic indicators have turned green
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.
Credit expansion is 'noteworthy'
Return of big banks and the end of austerity?
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.
Finding companies ahead of the growth trend