Global Emerging Markets
Hermes' Greenberg: There is nothing earth-shattering happening in EMs - US is the wild card
Everything else is 'relatively predictable'
The opportunities arising from EM volatility
Number of factors to watch for
Jupiter's Teverson: Our fears over China's debt burden
More risky than political problems
Postcard from Brazil: Headwinds will persist
Neville Shaw, emerging markets manager at Mirabaud Asset Management, reports on his recent trip to Brazil and explains why investors should remain cautious.
Indonesia, Mexico and Peru: three long-term trades for EMD portfolios
Which currencies should EMD investors hold in their portfolios?
A tale of two CIOs: Ashburton's Schiessl and Mirae's Chadha on the challenges of investing in India
Both agree urbanisation to provide significant boost
The 'compelling opportunities' being discounted in EMs
Investors waiting on sidelines
Should investors fear EMD risks?
Risk scenarios vary from country to country
Which emerging markets can avoid 'middle income trap' and top growth tables?
China and the Czech Republic well placed
First State's Williamson: The unique drivers within EMD
When investments deliver double-digit returns within a year, it is normal for investors to pause for breath and reassess the original investment thesis.
Neptune's Thompson becomes China fund manager as Turnbull departs
Recently hired former M&G CEO McLintock
Industry Voice: Up close and personal at Eastspring Investments
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...
Where are the opportunities and risks for EMs?
Rob Drijkoningen, global co-head of emerging markets debt at Neuberger Berman, takes a closer look at the drivers of the EM recovery.
Frontier managers target 'off-benchmark' countries as index prepares for shake-up
MSCI reviewing index constituents
Managers: How we identify winning companies in emerging markets
Global Emerging Markets Breakfast Briefing
Why EM companies need to live up to expectations this year
Earnings growth is projected by some market strategists to bounce back in emerging markets in 2017 following five lacklustre years, writes James Donald, head of emerging markets at Lazard Asset Management.
GAM's Love: Why we like VARP frontier markets
Tim Love, investment director for emerging market equities at GAM, explains why the team is biased towards the frontier markets of Vietnam, Argentina, Romania and Pakistan.
How India will benefit from 'the biggest reform in five decades'
Among emerging markets, India has proven to be the most consistent and sustainable investment opportunity over the last three years thanks to its changing fundamentals.
Modi's 'reform gamble' pays off in India
Retains popularity among electorate
Templeton's Hardenberg on whether EM growth can continue in 2017
Five years of repair and recovery
Brazil: The big opportunities and risks as reform gathers momentum
Brazil, one of the best markets in 2016, has clearly underperformed in the past few weeks, writes Maarten-Jan Bakkum, senior strategist, emerging markets at NN Investment Partners.
Contrarian Investor: Is India set for a long-term bull run?
As a fully paid-up member of the evil metropolitan overlord class - aka the 'liberal-left media elite' - I have always been a tad amused by the absence of a second line of attack, namely we are all unnecessarily cynical.
Why the favourable EM cycle is only just beginning
Stabilisation in India and China
Allianz GEM fund unveils revamped portfolio after scrapping BRICs mandate
AUM steadily rising
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