Russia

Seen a 'robust recovery'

Robert Davis, senior portfolio manager - emerging markets dividend funds at NN Investment Partners, explains why Russia offers fertile hunting ground for investors.

Emerging markets are well placed to benefit from an uptick in global growth, particularly those that are commodity exporters. Yields are good and valuations do not look excessive in light of the improved outlook.

Improving geopolitics and falling inflation positive drivers

Commodity-producing nations will benefit

In the third part of a short series, managers tell Investment Week which value plays still look attractive after a strong run this year.

You may not have enjoyed 2016 but it was actually a decent year for investors. Perhaps surprisingly, Russia, Brazil and high yield top the performance rankings, which goes to show the wisdom of avoiding crowded trades.

Brazil and Russia top performers for 2016

Which trusts were analyst favourites for the year?

First deal since 2001