Global Emerging Markets

Richard Plaskett, client director in J.P. Morgan Asset Management's investment trust team, argues the case for investing in SMEs in Brazil to secure long-term growth opportunities.

US dollar strength, weak commodity prices and fears of a hard landing in China have made 2015 another difficult year for emerging market investors, so what next?

Sector expected to grow over next decade

Last week's news that BRIC pioneer Goldman Sachs had been forced to merge its fund into a wider emerging markets offering seemed to sound the death knell for what were once hugely popular vehicles less than a decade ago.

Opportunities in consumer stocks

Rate uncertainty weighs on markets

Distinguishing between those countries that would simply do well in a broad emerging market rally, and the economies where fundamentals have actually improved, is becoming increasingly important.

Today's announcement by Stewart Investors that Angus Tulloch and Jonathan Asante are stepping down from a number of funds will have unsettled investors, perhaps far more than any other high profile manager moves of the past.

BNP Paribas Investment Partners' emerging market strategist Patrick Mange said it is too soon for retail investors to consider investing in EMs again, as the region continues to face a number of headwinds.