Insights
The Emerging Markets Consumer
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2019 Asia Market Outlook
At the start of 2018, emerging markets had only priced two rate hikes into the market for the year.
ESG Case Study – Global Emerging Markets Core Growth Equity
Learn more about our ESG integration philosophy in this case study by our Global Emerging Markets Core Growth Equity Team.
Growth and Income Investing in Emerging Markets
Developments in corporate governance, maturing economies and changing demographics are leading to companies in emerging markets (EMs) paying out higher dividends to shareholders.
Update on Argentina
The Argentinian equity market has suffered a dramatic set-back over the last week with many stocks down by over 20%. It is not yet clear what the resolution to the current situation is but I will try and outline why it has happened and what the sign posts are for a positive and negative resolution.
Emerging Markets and the Return of Volatility
After experiencing a closing low in early January, the VIX – which is the common measure of volatility in the US stock market – began a moderate climb towards the end of the month prior to exploding on the upside in early February.
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India: Reforms are here to stay
The world’s largest exercise in democracy will soon be run once more, as Indian voters go to the polls. Around 900 million people are eligible to vote.
