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
Half of new issuance this year will come from Asia
Seen bold reforms including demonetisation
'Increasingly important asset class'
Gallery of key events
Emerging markets continue to face a number of macroeconomic challenges, often linked with the dramatic falls in commodity prices and political risks that investors must discount for.
Regime change less of a threat
"Swift resolution" limits downside
'High risk' event for 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.
Max King, multi-asset portfolio manager at Investec Asset Management, explores the highs and lows of financial markets and business in 2015.
The Borsa Istanbul index may have rallied over 5% on the back of the Justice and Development Party's (AKP) surprise win in Turkey's general election on 1 November, but fund managers have warned caution is still needed when investing in the country.
The ‘exploitable anomalies’ revealed by political uncertainty
Central European economies are beginning to show signs of growth, despite the Russia-Ukraine conflict showing no sign of easing in the near future, writes Franklin Templeton's Mark Mobius.
The long and short investment strategies for emerging markets
Moving up the ranks of global competitiveness
With globalisation under pressure, Samy Chaar, strategist at Lombard Odier Investment Management, asks if a new mantra of regionalisation and non-dollar currency trading could become the norm
A turning point in the performance of Eastern European equities may finally be on the cards this year, according to Sam Vecht, co-manager of the BlackRock Emerging Europe trust.
Ashmore Investment Management, an emerging markets specialist, has launched a SICAV fund investing in Turkish equities.
Newton's Jason Pidcock has called into question opportunities in China, despite official figures showing the economy is expanding at 7%, and said there are much better opportunities elsewhere in Asia.
Turkey's credit rating has been lifted to investment grade by Moody's for the first time in two decades, in recognition of reductions to its debt and current account deficits.