• Outlook 2015: Emerging Market EquitiesNEW

    Outlook 2015: Emerging Market Equities

    Global emerging markets look supported by strong domestic demand growth and reform potential. However, challenges remain, primarily revolving around a strong US dollar.

    • Allan Conway, Head of Emerging Market Equities
    • 17 Dec 2014
  • When will the tide turn for emerging market debt?

    When will the tide turn for emerging market debt?NEW

    For the first time in years, real value is opening up in emerging market debt assets.

  • What will it take to end Russia's currency crisis?

    What will it take to end Russia's currency crisis?NEW

    Russia is in a full-blown currency crisis, and currency crises end when either the central bank overreacts with overwhelming policy steps to support the currency or the underlying source of stress ends.

    • Alexander Moseley, Senior Portfolio Manager, Emerging Markets Debt Relative
    • 17 Dec 2014

See also

Economic views

The long view

Search

Secular Market Forum

More...