Crunch polls in Colombia, Mexico and Brazil
Over the past two years, emerging markets (EMs) have enjoyed a strong return to outperformance, driven by the first synchronised global growth episode since before the global financial crisis.
Half of new issuance this year will come from Asia
Managers and assets moving across
Emerging and frontier market equities saw strong performance in 2017
'Do not rush in with eyes wide shut'
Several sectors 'subsumed' by tech growth
Global capital has only been gradually waking up to the potency of the middle class opportunity in emerging markets, particularly in China, writes Ed Butchart, chief investment officer at Sloane Robinson.
Rising debt levels
'LatAm was the standout performer'
Brad Tank, CIO of fixed income at Neuberger Berman, asks whether the political trouble in Venezuela will hurt emerging market growth for years to come.
Strengthening Europe and LatAm capabilities
Alongside head of EMs Newman
'Increasingly important asset class'
Japan also strong performer
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.
Presidential impeachment verdict expected in August
'Short-term pain for long-term gain'
Started to add exposure to EMs
Will now face trial for hiding budget deficit
Profitability will return
Monitoring developments in other oil-exporting nations
Sell becomes director of investment process
The recent election in Argentina marks the first step in finally opening the nation to investors and a brighter future for Buenos Aires and the wider country. Roberto Lampl, Alquity's head of Latin American investments, discusses the implications for...