Despite capital controls risk
Over half of respondents now see EM equities as undervalued
US interest rate rises, international trade tensions and local currency volatility have remained key concerns in emerging markets (EM).
Elections and currency woes
After very strong returns in 2016 and 2017, emerging market debt (EMD) has underperformed this year amid intensifying concerns around trade protectionism, bear-flattening of the US Treasury yield curve, a strengthening US dollar and idiosyncratic issues...
Geopolitical impact on global markets
It has been a challenging year for emerging markets (EMs).
Emerging markets (EM) have endured a tricky spell this year as the impact of US trade policy changes and slightly weaker earnings than expected rocked the sector.
While many managers have been fighting the trend, it is difficult to ignore the continued outperformance of the US.
Four-part Big Question special
Trade disputes, dollar strength and extensive currency depreciation in Argentina and Turkey (both with large current account deficits) have weighed on emerging market (EM) sentiment in recent months.
Tenth anniversary of crisis
Argentina and Turkey risks
Round-up of the biggest stories of the past few weeks
'Timing is of the essence': Can Turkey recover from currency crisis and prevent wider EM contagion risk?
Managers warn of consequences from fall in lira
Would cause damage to other emerging markets
Reluctant to control interest rates
Fixing an overheating economy
Should investors consider EM corporate issuers for sustainable and responsible investment strategies?
With global growth accelerating, emerging market (EM) corporate fundamentals continue to improve. Moreover, EM corporate bonds offer attractive valuations in the current low-yield environment.
Possible challenges to flows
Volatility is a healthy development