18/06/2019 Emerging Markets Investing in the changing shape of Emerging Markets The emerging markets (EM) universe has experienced significant changes in the last decade with the further addition of investible countries (ie China...
5/03/2019 Emerging Markets Emerging Markets Charts & Views - Seek opportunities, but be... Emerging markets (EM) started 2019 on a strong footing and, as a result, some excessive valuation gaps have been partially closed. Yet, we continue to...
29/01/2019 Emerging Markets Time to increase risk exposure: start with emerging markets ... The excess of pessimism at the end of 2018 resulted in a sharp decline in financial markets and renewed volatility.
12/02/2018 Emerging Markets Emerging Markets: How to unlock the next wave of returns After years of buoyant market conditions that have driven strong market performance across the board, investors are questioning for how long this “Goldilocks”...