Search results for 'EM'

Search results 1-10 of 66
Stormy conditions in the Middle East
Events in the Middle East have acted as something of a brake to sentiment for risk assets, with equities and credit softer over the past week.
Brent David
The role of China in EM benchmarks
We look at China’s recent challenges, the potential for strong near-term performance and the expanding opportunity set across emerging markets.
Freeing the potential of emerging market bonds
EM debt has a reputation for risk and volatility, but this ignores its diversity and potential for attractive returns and controlled risk.
Emerging market funds should flex for FX
EM are known for downside currency risk, but FX works both ways. Bond funds need maximum flexibility to minimise volatility and capture upsides.
Anthony Kettle
Christian Libralato
Emerging markets and climate transition: progress, challenges and opportunities
A low carbon world can’t be achieved without EM playing a part. We look at recent positive developments, as well as the challenges and opportunities.
Polina Kurdyavko
Unlocking markets: an ever-evolving EM landscape
Laurence Bensafi explores why the ‘new regime’ is positive for emerging markets equities and long-term themes driving the team’s top-down positioning.