A solid global backdrop, improving fundamentals and relatively attractive income to drive continued, albeit more modest, gains in 2018 despite increased country divergence.
Although global liquidity tightening presents a significant challenge to emerging markets, we believe a select number of local currency debt markets are still attractively valued.
In this month's infographic we look at how central banks will tighten monetary policy, the outlook for UK interest rates and inflation in emerging markets.
In this in-depth Q&A, our panel of experts discuss the outlook for emerging market assets, from both a bonds and equities point of view.
This month we focus on the factors keeping global economic activity strong, why the outlook for emerging markets is bright except in India and the risks facing Europe and the UK.
Rajeev de Mello explains that emerging markets are prepared for tighter monetary policy and highlights the Asian countries offering the most attractive yields.