Tag "Emerging Markets"

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Three emerging markets that stand out

Emerging market debt found itself in the eye of the storm in the wake of Donald Trump’s election in the US late last year, with many investors cautious about allocating

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Emerging markets: the wallflower at the stock exchange party

Developed markets have been having a whale of a time lately. No matter what we seem to throw their way, they just continue to climb and the party rages on.

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Will India be the star of emerging markets?

India has lagged behind rallies in Brazil and Russia in 2016, delivering returns of 6.7% compared to 9.74% for the broader MSCI Emerging Markets Index. The rebound in emerging markets

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US election: Impact on emerging markets

Today’s US election result has several implications for emerging markets. At a first glance, the outcome is clearly negative, given the potential downside risks from increased trade protectionism, anti-immigration measures,

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Four alternatives to gold post-Brexit

As an asset allocation team that takes more of a medium-term investment view, we typically tend to look through short-term macroeconomic and political noise. However, when the short-term risks are

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Will central banks take different paths in road to recovery?

The actions and guidance provided by central banks have been the primary movers of investment markets in recent years as these institutions have been the suppliers of vast amounts of

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Fewer bargains left in fashionable emerging markets

Global high yield managers have this year been able to enjoy a significant tailwind from their allocation to regions outside of the US and Europe. Emerging market corporate bonds have

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Don’t use a sledgehammer to crack a nut

Investing is multi-dimensional. If you look at opportunities solely through the lens of traditional asset class exposure, you will see a one dimensional world where opportunities will be reduced and

Alternative Investments , Analysis , Editor's Picks , Funds , News , Shares , Tax Efficient Investing , Viewpoint

Don’t ignore EM bonds

In its 5th annual review of the EM fixed income market, Ashmore estimates that should the EM universe of debt securities continue to grow at the same pace as over

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Reasons for optimism in emerging markets

Investors judging emerging markets based on their value and momentum characteristics in the last few years would have seen a very cheap asset class with quite negative momentum. Disappointing economic