While much of the discussion at last weekend’s G20 summit centred upon trade, what are the implications for financial markets?...
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.
Is the indiscriminate selloff seen in emerging markets in recent weeks really a replay of 2013’s ‘taper tantrum’ or a...
Nick Payne looks at the reasons behind the profits recovery in emerging market equities and asks, ‘is it sustainable?
The Trump administration is being thwarted from advancing its agenda while global growth remains solid, says John Peta, head of...
US dollar-denominated emerging market debt has enjoyed a strong 2017 so far, with the JPM EMBI Global Index returning about...
Emerging market debt investors are used to quick reversals of sentiment towards the asset class even as longer-term trends suggest...