Global Emerging Markets
Emerging markets
Following a prolonged period of poor performance, many investors have started to reappraise the prospects for emerging markets (EMs).
18 November 2016
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2 min read
Emerging markets
A legacy of ultra-low interest rates, high government debt, and subdued economic growth in developed markets is that investment returns from all major asset classes are low and likely to remain so for some time.
14 November 2016
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2 min read
Emerging markets
A rebound in commodity prices, a weaker dollar, a more dovish stance from the Federal Reserve, and an improving landscape in China all combined to give a number of emerging markets a new lease of life, writes Carmignac's Didier Saint-Georges.
21 October 2016
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2 min read
Global
As the 'lower for longer' yield mentality in developed markets appears to be morphing into 'lower forever', the higher yields available in emerging market fixed income may offer an alternative, writes Claudio Da Gama Rose, associate portfolio manager...
18 October 2016
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3 min read
Emerging markets
The emerging markets asset class remains at the forefront of the world's most vibrant and fastest-growing economies, with overall gross domestic product growth rates comfortably in excess of the developed world this year, despite much-publicised slowdowns...
10 October 2016
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2 min read
Emerging markets
Raman Aylur Subramanian, head of equity applied research at MSCI, analyses the opportunities different emerging market countries have offered investors in the recent rally and how a handful of sectors have been key to the region's outperformance.
10 October 2016
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3 min read
Emerging markets
Maarten-Jan Bakkum, senior strategist, emerging markets at NN Investment Partners, explains how a small group of troubled countries is responsible for the deterioration of the average growth momentum in EMs.
06 October 2016
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3 min read
