Insights

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.

Learn more Thoughts from our Global Emerging Markets Team – Emerging Markets Dividend Investing

In this Insight we address the changes and concentration of the MSCI Emerging Market Index over the last decade and the implication for investors of the growing size of China within these Indices.

Learn more Evolving Country Concentration in Emerging Market Indices – Opportunities for Investors

The global economy continues to heal and has stabilized at reasonably healthy levels, with the sheer abundance of monetary and fiscal stimulus acting as a critical source of support even as the coronavirus continues to circulate across the globe.

Learn more Global Asset Allocation 2021 Outlook

The perfect recipe?

Learn more Thoughts from our Global Emerging Markets Team – Emerging Markets, Vaccines and Elections

Will new Indonesian reforms present a multi-year growth opportunity?

Learn more Thoughts from our Global Emerging Markets Team – Indonesia