emerging market equities

Several emerging market economies are seemingly over the worst of the Covid-19 pandemic and are showing signs of life. Within these markets, some companies are trading...

Emerging markets are one of the classic ‘looks cheap’ asset classes, offering higher credit spreads and lower P/E ratios than developed markets. However, they have a...

Throughout Covid-19, much of the attention from a humanitarian and economic perspective has been on advanced economies. Emerging markets are only mentioned in passing...

There are big changes happening at the US Federal Reserve that few investors appreciate the importance of. Currently, the Fed targets inflation of 2%, but there are...

Low rates have received plenty of attention in developed markets as they’ve driven asset prices higher and bond yields lower. But it’s not just developed markets that...

There always seem to be potholes in the road to emerging markets. Just this year developing country stocks have overcome bouts of volatility tied to U.S.-China trade...

After starting 2019 with a decisively risk-on view in equities, global asset manager Aviva Investors has scaled back its preference for the asset class and taken its...

Key insights Global emerging markets have provided very strong returns for long term investors. However, investors have to be prepared to accept higher...

Our conclusion upfront. Simply put, for the patient capital, emerging markets are looking attractive at current levels given the de-rating seen in 2018. High quality...

With the two largest economies in the world at loggerheads, many investors and commentators are trying to figure out the end game. Alex Duffy, Portfolio Manager at...