Global Emerging Markets
Emerging markets
High level data analysis can provide useful flags, but the real challenge is to understand the dynamics and key economic factors to create a much more detailed picture of whether GEMS (or any asset class) offer good value.
28 April 2016
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2 min read
Emerging markets
Following Brazil's Lower House of Congress vote to impeach President Dilma Rousseff earlier this week, investors have welcomed the possibility of regime change in the country. Here, three managers discuss what effects a change of government could have...
20 April 2016
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4 min read
Emerging markets
The volume of opinion surrounding emerging markets can, at times, seem deafening, writes Peter Elston, chief investment officer at Seneca Investment Managers.
20 April 2016
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4 min read
Emerging markets
Until just a few months ago, emerging markets seemed doomed. The four horsemen of the EM apocalypse were supposed to be Brazil, Turkey, South Africa and everyone's least favourite demon - Russia.
11 April 2016
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3 min read
