New investment opportunities
Follows Hardenberg departure
Boosted by Chinese tech stocks
Focus on internet and consumption
Jupiter's Teverson: 'EM politics are very interesting to talk about but the likelihood of us adding value because of it is close to zero'
PARTNER INSIGHT: Ross Teverson, manager of the Jupiter Global Emerging Markets Fund, explains why he builds his concentrated portfolio from the bottom up and always ensures he is not 'preoccupied' with wider macro issues.
Dominance by Chinese tech firms
Growing sophistication in technology
Politics remains swing factor
Investment Conundrums: Lazard AM's Donald - 'The potential for protectionist policies under Trump remains a chief concern for EM investors'
China debt level's and Trump's agenda cited as key risks
Technology adoption a key theme
Rising debt levels
Significant tax reform
Everything else is 'relatively predictable'
Number of factors to watch for
More risky than political problems
Neville Shaw, emerging markets manager at Mirabaud Asset Management, reports on his recent trip to Brazil and explains why investors should remain cautious.
Which currencies should EMD investors hold in their portfolios?
Both agree urbanisation to provide significant boost
Investors waiting on sidelines
Risk scenarios vary from country to country
China and the Czech Republic well placed
When investments deliver double-digit returns within a year, it is normal for investors to pause for breath and reassess the original investment thesis.
Recently hired former M&G CEO McLintock
A fascinating new video reveals the contrarian nature of the team behind the Eastspring Investments - Global Emerging Markets Dynamic Fund. With behind-the-scenes footage, the camera catches up with a small, highly experienced group of valuation-driven...