Evolving Country Concentration in Emerging Market Indices – Opportunities for Investors
Thoughts from our Global Emerging Markets Team – Emerging Markets Dividend Investing
Coming off the back of a notable long period of very low interest rates globally, this report examines the past evolution of this style of investing (emerging market dividend investing), and examines whether there is a renewed opportunity and demand to allocate to emerging markets equity high yielding strategies.
Agriculture’s resilient 2020 paves way for solid 2021
The investment thesis for agriculture was put to the test in 2020 as the COVID-19 crisis unfolded. There were both positive and negative economic factors arising from the pandemic and its impact on the economy, however, on balance, the agricultural markets and economies emerged relatively unscathed.
Thoughts from our Global Emerging Markets Team – Emerging Markets, Vaccines and Elections
The perfect recipe?
Thoughts from our Global Emerging Markets Team – Indonesia
Will new Indonesian reforms present a multi-year growth opportunity?
The Emerging Markets Consumer
Evolution and Premiumisation of the Emerging Markets Consumer