Find ideas for investing effectively in emerging and frontier economies
Senior Portfolio Manager Ian Simmons discusses the drivers behind renewed momentum in emerging markets, key reform stories and where he sees the most compelling opportunities ahead.
This month’s report examines the prospects for emerging market assets over the coming year. We think returns will be supported by solid global growth, easing U.S. monetary policy and a softening U....
Despite Nvidia’s stronger-than-expected results and upbeat guidance, investor sentiment remained fragile. A mixture of fatigue and doubts about AI, shifting expectations for a potential Federal Res...
Investor uncertainty made for volatile markets, with questions remaining around artificial intelligence company valuations and the prospect of a U.S. rate cut next month, as delayed employment data...
China continues to demonstrate robust economic growth, despite global uncertainty. Ygal Sebban, Investment Director, Emerging Markets Equities, highlights the country’s resilience and its potential...
Dan Wood speaks to us from Senegal, where bond-market volatility has spiked due to the declaration of a previously hidden stockpile of government debt.
• Nvidia’s excellent results failed to stem profit taking on the Nasdaq and assuage some concerns around AI. • Doubts over a Fed rate cut in December only amplified market worries. • Volod...
The annual UN climate “Conference of the Parties” (COP 30) got underway last week in Belém, Brazil. COP 30 comes against a backdrop of heightened climate risk due to frequent and intense weather ev...
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