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

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.

Learn more Agriculture’s resilient 2020 paves way for solid 2021

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 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