Global 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.

Sold exposure following Brexit

Money still leaving active equities

Increasing allocations

Over the past year, emerging market (EM) assets have looked much perkier. MSCI's emerging market stock gauge is up 13% this year, almost four times as much as the broader MSCI World index of developed-nation stocks.

With global emerging market equities recently rebounding to a year high, and flows returning strongly to the asset class, three managers reveal where they are looking to capitalise on the improvements in investor sentiment.

Average AUM falls 22%

Emerging market equities have made a swan-like turnaround this year after five years in the doldrums, writes Will Ballard, head of emerging market and Asia Pacific equities at Aviva Investors.

Regime change less of a threat

Going into the second half of 2016, much attention remained focused on the implications of the UK referendum result to leave the European Union, writes M&G's Claudia Calich.