Global Emerging Markets

Improvement in corporate cashflows and industrials

After a dismal decade, the re-emergence of emerging markets (EMs) continues. In the year to the end of March, they outperformed global developed markets by 10 percentage points.

A number of causes for alarm

Over the past two years, emerging markets (EMs) have enjoyed a strong return to outperformance, driven by the first synchronised global growth episode since before the global financial crisis.

Overheated global economic recovery a risk

Brazil on a 'recovery path'

Edward Lam, lead manager of the Somerset Emerging Markets Dividend Growth fund, takes a closer look at whether EMs can keep up their impressive run.

Boosting profile in the region

Emerging and frontier market equities saw strong performance in 2017

Structural growth in region