EM trusts should be given a 'fair hearing'
Attractive for short-term tactical strategies
Overweight Scandinavia
'Luck can artificially boost returns'
Earnings growth is projected by some market strategists to bounce back in emerging markets in 2017 following five lacklustre years, writes James Donald, head of emerging markets at Lazard Asset Management.
Tim Love, investment director for emerging market equities at GAM, explains why the team is biased towards the frontier markets of Vietnam, Argentina, Romania and Pakistan.
Political stability crucial
In the second of a three-part series, Didier Saint-Georges, managing director and member of the investment committee at Carmignac, takes a closer look at why volatility does not mean a red flag and the dangers of 'Turkey Syndrome'