Emerging Markets

Investment News for Financial Advisers & Paraplanners - Invesco: Culture clashes and windscreen smashes

The first Chinese ‘A’ share we owned in the Invesco Asian Fund (UK) was a company called Fuyao Glass. Although we no longer own Fuyao, two other Chinese auto parts companies with clear parallels – Huayu and Minth – are currently held in this fund. more...

Investment News for Financial Advisers and Paraplanners - Invesco: The Polish economy is bucking the trend – and what this meant for our portfolio

Whilst most European economies are struggling, the Polish economy is defying expectations: it has seen solid growth rates, strong wage growth and an improved current account balance relative to history. more...

Investment News for Financial Advisers and Paraplanners - Aviva Investors: Emerging markets election cycle - 2019

Numerous emerging markets are going to the polls in 2019. We survey some of the key results so far and look ahead to the big votes in the second half of the year. more...

Investment News for Financial Advisers and Paraplanners - Aviva Investors: US vs THEM: Ian Bremmer on politics, trade and technology in emerging markets

We speak to the political scientist about the long-term themes affecting emerging markets, from the trade war to technological automation to climate change. more...

Investment News for Financial Advisers and Paraplanners - Legg Mason: EM Backdrop Still Strong

Politics and growth are both key issues for Emerging Markets, where the overall news is positive – but with some notable exceptions. more...

Investment news for Financial Advisers & Paraplanners - Orbis: How do emerging markets really stack up against the US?

The US is expensive, and emerging markets (EMs) are cheap, We’ve observed that before. But price alone isn’t what matters. What matters is the relationship between what you’re paying and what you’re getting, and the US and EMs represent different baskets of businesses. more...

Investment news for Financial Advisers & Paraplanners - Legg Mason: The Long-Term Impact of Trade Wars

Will today’s trade tensions permanently disrupt global value chains and lead to a new Cold War? more...

Investment News for Financial Advisers & Paraplanners - Invesco: LatAm equity health check

Where are the equity opportunities within Latin America, and what are the key concerns? Can imminent political reforms improve the outlook? more...

Investment news for Financial Advisers and Paraplanners - M&G: Outlook 2019: Emerging Market Debt

In this short video, fund manager Claudia Calich looks back at key drivers for emerging market debt in 2018 and examines what did and did not work for the Fund, before moving on to discuss key themes on the horizon for 2019. more...

Investment news for Financial Advisers & Paraplanners - Aviva Investors: Can the ‘Tropical Trump’ rescue Brazil?

Markets may have reacted positively to the election of Jair Bolsonaro as president of Brazil, but investors would be advised to temper their optimism given the political challenges he will face when he takes office in the New Year. more...

Investment news for Financial Advisers & Paraplanners - M&G Investments: Emerging Markets: 5 key issues to watch in 2019

Emerging Markets (EM) debt had a torrid 2018 as global macro risks, softer EM growth and idiosyncratic stories, all repriced relatively expensive valuations at the beginning of the year. Are the new prices a better reflection of fundamentals? This will largely depend on the evolution of 5 key topics. more...

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