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.
Fund selectors: How we are gaining exposure to Asia through specialist funds and wider emerging market vehicles
Boosting profile in the region
Emerging and frontier market equities saw strong performance in 2017
Structural growth in region
There were several credit rating changes in February that were significant for emerging markets (EM).
Both countries seeing improving sentiment
'Do not rush in with eyes wide shut'
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