Emerging Markets

Find ideas for investing effectively in emerging and frontier economies

2026 Midyear Investment Outlook – China Equities
  • 29 May 2026

Discover the 2026 midyear outlook for China equities, as AI innovation, policy support, earnings recovery, and liquidity shape market opportunities.

South Korea’s reform drive has achieved real progress – but it’s far from finished
  • 29 May 2026

The keynote address to the Korea Corporate Governance Forum May 2026.

Position beyond US large-cap tech for the next wave of AI and economic realignment
  • 29 May 2026

Counter market concentration by broadening your equity exposure to include US small caps, emerging markets, defense companies, and businesses at the forefront of the AI CapEx infrastructure buildout.

India’s new NDC – the final piece in the 2035 climate targets puzzle
  • 28 May 2026

India’s 2035 NDC completes the global climate picture—balancing growth and emissions while shaping investor views on climate risk and transition.

Emerging Markets: April Monthly Commentary
  • 28 May 2026

During April, the Strategy outperformed the MSCI Emerging Markets index by 0.6% as markets rebounded following the Iran conflict sell-off. The greatest contribution to outperformance came from semi...

Emerging Markets Income: April Monthly Commentary
  • 28 May 2026

In May the fund rallied by 6.8% in GBP terms, with most of the gains coming from South Korea and Taiwan. Technology was the leading sector followed by Industrials, some of which have significant te...

Pakistan: New Labor Code introduces significant changes in Punjab
  • 28 May 2026

Punjab, Pakistan’s richest province, has enacted a new universal labor code for the province, applicable to all private-sector workers, with significant implications for pay and benefits.

Reassessing regional allocations: Opportunities in emerging markets
  • 27 May 2026

Look beyond the US: explore emerging markets’ growth potential, attractive valuations and diversification opportunities.

Allocate with Intent: Active Equity Strategies for Changing Markets
  • 27 May 2026

For asset owners, the key question is where and how active strategies can be most effective. Equity investors are facing monumental questions about their allocation strategies in a new market regim...