Category: Emerging markets

Category: Emerging markets

01.07.2019

G20 Summit - Fund managers' reactions

While much of the discussion at last weekend’s G20 summit centred upon trade, what are the implications for financial markets?...

31.05.2019

Market Minutes: some of our leading managers share their thinking

Some of our leading fund managers are interviewed and give presentations on equity and bond markets, sharing their views on...

15.03.2019

Why emerging markets bounced in early 2019

Three forces holding back emerging markets last year have largely abated, says Nick Payne, head of global emerging markets.

04.12.2018

Discovering treasure in emerging markets

Nick Payne explains how to look through market pricing to discern real value, and reveals some precious jewels.

04.12.2018

The new world: a map of emerging markets

Delphine Arrighi argues that some of the countries which suffered most during 2018 may prove good value in the future.

13.06.2018

Emerging markets: storm in a teacup?

Is the indiscriminate selloff seen in emerging markets in recent weeks really a replay of 2013’s ‘taper tantrum’ or a...

14.03.2018

Emerging market equities: good times

Nick Payne looks at the reasons behind the profits recovery in emerging market equities and asks, ‘is it sustainable?

07.08.2017

Why Trump’s woes are a blessing for EM debt

The Trump administration is being thwarted from advancing its agenda while global growth remains solid, says John Peta, head of...

14.06.2017

Three reasons why EM debt to retain allure

US dollar-denominated emerging market debt has enjoyed a strong 2017 so far, with the JPM EMBI Global Index returning about...

17.02.2017

The EM debt rout that wasn't

Emerging market debt investors are used to quick reversals of sentiment towards the asset class even as longer-term trends suggest...

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