emerging markets

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...

Successful thematic investing is not just about correctly identifying long term structural trends but also positioning yourself early to take advantage of them as they...

I spent a lot of time in the 2017 End of Year Special Edition looking back across the year, covering some of my best charts and calls (and some of the worst!). But...

One of the classic signs that the credit cycle is nearing the end is that borrowers that shouldn’t be getting financed not only get funded, but get it at terms that...