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