I wanted to give you an update on the Merian GEM portfolio in these unprecedented times.
As 2019 drew to a close, the outlook for emerging market debt investors looked remarkably positive. Then, over a matter...
With the Fed on hold and a slow and steady global growth recovery, the conditions look good for emerging market...
Why searching for strong economic moats is a good way to find companies able to sustain profitability over many years.
While much of the discussion at last weekend’s G20 summit centred upon trade, what are the implications for financial markets?...
India Prime Minister Narendra Modi’s biggest challenge as he starts a second term is boosting economic growth
Some of our leading fund managers are interviewed and give presentations on equity and bond markets, sharing their views on...
Three forces holding back emerging markets last year have largely abated, says Nick Payne, head of global emerging markets.
Nick Payne explains how to look through market pricing to discern real value, and reveals some precious jewels.
Delphine Arrighi argues that some of the countries which suffered most during 2018 may prove good value in the future.