Search results for 'EM'

Search results 1-10 of 10
EM equities: when challenges become opportunities
EM equities have started to perform better relative to DM equities of late. We look at whether this performance can be sustained and the main drivers.
Unlocking markets: the rich tapestry of EM Debt
In our EM Debt ‘Unlocking markets’ episode, we debunk some of the myths around the asset class, a colourful mix of over 80 countries and 13 sectors.
Brent David
Private assets in emerging markets
We look at private assets in emerging markets and overcoming the drawbacks of private equity through an exposure to illiquid credit.
RBC EM Equity Focus Strategy: backing our best ideas
Having passed the 5-year point, we look at the factors contributing to an impressive track record of outperformance for our EM Equity Focus Strategy.
Unlocking markets: why investors should care about EM
In our EM Equities ‘Unlocking markets’ episode, we discuss Trump 2.0, Saudi’s appeal from a top-down perspective, and compelling domestic sectors
The death of the dollar…and the rise of EM local
We make the case that emerging market local currencies and rates should benefit from the recent decline in the US dollar’s 15-year bull run.
Anthony Kettle
Christian Libralato
The tailwinds for alternative fixed income strategies in emerging market debt
How different EM alternative strategies can offer investors a way to capitalise on market inefficiencies.