Global Emerging Markets

Emerging markets are well placed to benefit from an uptick in global growth, particularly those that are commodity exporters. Yields are good and valuations do not look excessive in light of the improved outlook.

Responding to demand for ethical EM strategy

The US Presidential Election has thrown up both challenges and opportunities for emerging market debt investors. Dollar strength and rising US interest rates are likely to put pressure on parts of the market.

EMs in 'far better shape'

What will be Trump impact?

Could grow by over 10% in 2017

Among all the declarations voiced by US President Donald Trump, his position on environmental issues is one which has led many around the planet to worry.

Four factors for a super-Goldilocks economy

Protectionist agenda has raised concerns

Managed by Raphael Marechal