Category: Emerging markets

Category: Emerging markets

05.06.2020

Three unexpected benefits of the COVID-19 lockdown

Despite the economic damage caused by the lockdown, there are some surprisingly positive side-effects of which investors should be aware.

26.03.2020

GEM portfolio update – March 2020

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

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.

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...

09.11.2016

Is EMD facing a trump slump?

Mario Draghi rattled fixed-income markets last month when the European Central Bank (ECB) president hinted at the eventual unwinding of...

21.09.2016

Why voter anger is positive for emerging market debt

The clamour for better economic governance across a number of countries is another reason to like emerging market debt, says...

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