emerging markets

Conventional wisdom has it that superior GDP growth in EMs will produce superior EPS growth. Yet, over the last decade real EPS in India has fallen by almost 60% while...

Investors typically have on hand a long list of concerns arguing against investing in emerging markets. These concerns often centre on the ability to regather capital...

Emerging markets were volatile throughout 2018, especially during quarter four as they sold off and took some valuation froth out of the market. This has continued...

Last month we saw the FED raising rates for the 9th time in the last 3 years, now to 2.25-2.5% per annum. Also, this month, the FED might keep its Quantitative...

There are a number of reasons to switch weightings out of one asset class and into another. One of those reasons, which is often an effective strategy, is an absolute...

Sometimes it seems like there’s nowhere to hide. Equity investors were smacked in the face over the month of October, with waves of selling hitting sharemarkets from...

This week Fidelity International launched its first Active ETF on the Australian Stock Exchange - the Fidelity Global Emerging Markets Fund (Managed Fund) ASX:FEMX....

With rates marching higher in the US, higher risk asset classes such as emerging market equities are seeing rising volatility. As risk reprices across the market, this...

A few months ago, local brokers in Manila were wondering what was I doing in their city. Apparently I was a year late. While in 2017 the local bourse jumped 25%, since...

“That which has been is that which will be, and that which has been done is that which will be done. So there is nothing new under the sun.” Ecclesiastes 1:9. ...

Scott Haslem started his career in 1991 as an economist working alongside the likes of Glenn Stevens and Bernie Fraser at the RBA. Today he is the Chief Investment...

We have passed the sweet spot in this business cycle, where easy monetary conditions and synchronised growth pushed share markets higher. We are transitioning into a...

Emerging markets have begun to recover following several years of flat returns following the GFC. Rohit Chopra, Portfolio Manager for the Lazard Emerging Markets...

This week it's Emerging Markets sovereign CDS (Credit Default Swaps). The reason why I think this chart is really worth paying attention to is that after reaching a...

In emerging markets, there’s a small group of Chinese technology businesses that get all the attention. These firms make up a large part of the emerging markets index...

There’s never a dull moment as an emerging markets investor, says Rohit Chopra, Portfolio Manager at the Lazard Asset Management Emerging Markets Equity Fund. Being...

In his latest investment insight, Rob Lovelace, Vice Chairman of Capital Group, explores the profound changes occurring in global trade and key themes investors should...