Category: Emerging markets

Category: Emerging markets

26.03.2020

GEM portfolio update – March 2020

I wanted to give you an update on the Merian GEM portfolio in these unprecedented times.

16.03.2020

Market Minutes – coronavirus special: emerging market debt

As 2019 drew to a close, the outlook for emerging market debt investors looked remarkably positive. Then, over a matter...

06.03.2020

Coronavirus: reasons to expect recovery in EM hard currency debt

Despite the coronavirus crisis, emerging market hard currency debt has performed resiliently. This is why.

25.11.2019

Green shoots and inflows for emerging market debt

With the Fed on hold and a slow and steady global growth recovery, the conditions look good for emerging market...

23.09.2019

Market Minutes: sharing our thinking on international equities

Some of our leading international equities experts share their views on how investors should position for the future.

20.09.2019

Market Minutes: what next for China?

What the future may hold for China, its economy and stock market

20.09.2019

Market Minutes: finding treasure in emerging market equities

Why searching for strong economic moats is a good way to find companies able to sustain profitability over many years.

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.

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