All Emerging Market Equity articles – Page 2
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Asset Class ReportsPortfolio strategy – Emerging markets
It is no secret that while investments in emerging markets promise to deliver superior returns, thanks to their exposure to faster-growing economies, actual performance has been volatile and, at times, disappointing. Over the past decade, emerging market indices have outperformed, as have fund strategies.
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Asset Class ReportsEmerging markets: Investors stay positive on Chinese investments
Many Western investors are staying put in China. But Russia’s invasion of Ukraine has given them pause over what might change their stance
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Asset Class ReportsEM equity outlook resilient despite gloom
There is less difference between apparently conflicting expert views on the prospects for emerging markets than first appears
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Asset Class ReportsAsset class report – Emerging market equities
The pandemic has substantially altered the landscape for emerging markets. While some countries have contained its effect better than any developed market, others have been devastated. How should investors regard the impact of COVID-19 in their decision-making on future increases on allocations to emerging markets? In this report, we analyse the outlook for the asset class in general, and find out why Brazil continues to hold the interest of investors.
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Asset Class ReportsEM outlook: Opportunities amid uncertainties
The pandemic has greatly affected emerging markets but while some are in a bad state others are showing great resilience
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Asset Class ReportsBrazil’s allure defies negative signals
Latin America’s largest economy continues to hold the interest of investors despite its poor showing on COVID, the economy and politics
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Asset Class ReportsDefining the EM universe
A rising number of wealthy developed countries are still considered emerging market economies. Does this make sense?
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Asset Class ReportsTrade war: The silver lining in the clouds of trade war
Smaller emerging market players could benefit from the US-China trade war
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Asset Class ReportsEmerging market equities: ESG in Latin America
An anti-corruption drive by Latin American companies is creating opportunities for responsible investors
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Asset Class Reports
Emerging Market Equities: Resisting a tantrum
Most emerging markets are regarded as reasonably placed to handle the impact of the winding up of quantitative easing in the West
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Asset Class Reports
Equity Markets: Behind the latest sell-off
The recent rash of selling of EM assets has been triggered by a combination of factors
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Asset Class Reports
Argentina’s dramatic change of fortunes
Argentina has had to seek a $50bn rescue package from the IMF in its latest crisis after just two years of a boom period
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Asset Class Reports
Frontier markets: Exploring new frontiers
Investing in frontier markets can bring rewards but investors should pay attention to risk
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Asset Class ReportsIndia: An investment conundrum
Structural changes could make it worth considering an allocation to Indian equities
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Asset Class Reports
Emerging markets: An outdated concept
The countries covered by the term emerging markets today have such diverse economies that the label could be misleading for investors
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Asset Class Reports
Emerging Market Equities: Heading for catch up
Emerging market equities have enjoyed a good year so far but are investors too late to enter the market?
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Asset Class Reports
Sensitivity of selected EM equity funds to macro factors
The chart data shows the sensitivity of the five largest actively managed emerging markets equity funds to changes in macroeconomic factors: dollar trade-weighted index, global inflation, crude oil and global default spreads
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Asset Class Reports
The impact of shifting commodity prices
Rising commodity prices are good news for commodity exporters but Rodrigo Amaral finds they can even benefit importers
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Asset Class ReportsInvesting In Emerging Market Equities: The tide begins to turn
Emerging market equities are finally seeing inflows, but are these justified? Joseph Mariathasan investigates
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Asset Class Reports
EM portfolios can gain from balance
Investors looking to optimise their exposure to emerging markets should not limit themselves to strategies that focus only on large companies and countries
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