Global Emerging Markets

Highlight

2019

10DEZ 2019

Outlook 2020: China equities

Why we think China’s economy will stabilise in 2020, which areas of the economy will drive growth, and where we see opportunities.

2019

DEZEMBER

09DEZ 2019

2019

Outlook 2020: Emerging markets debt relative

The 2020 outlook for emerging market debt (EMD) remains positive, with fundamentals broadly supportive. Should the US dollar depreciate, the upside for local EMD looks particularly attractive.

NOVEMBER

01NOV 2019

2019

What is microfinance and why does it matter for investors?

Microfinance is a promising way to address global problems such as poverty, inequality and environmental damage. But what’s in it for investors?

OKTOBER

25OKT 2019

2019

Three myths surrounding ESG in emerging market debt

Many feel that a focus on ESG is not compatible with emerging market debt investing. We disagree.

24OKT 2019

2019

How might EM investors benefit from the continued opening up of China’s capital markets?

As China’s capital markets continue to open up, we highlight the potential opportunity for emerging markets (EM) investors to reap the benefits of the broader opportunity set.

18OKT 2019

2019

Does record low for China growth mark a turning point?

We think the Chinese economy could be about to turn the corner as growth hits a modern-era low.

16OKT 2019

2019

Which stock markets are "cheap" entering the final quarter of 2019?

There are plenty of reasons why investors could justifiably feel pessimistic about the future, but stock market valuations are not one of them.

16OKT 2019

2019

The "inescapable truths" one year on: what's changed?

A year ago we identified the disruptive and economic forces that we thought would shape the decade ahead for investors. These were our "inescapable truths". But do they still hold true?

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Alexander Prinz von Hessen

Alexander Prinz von Hessen

Geschäftsführender Direktor alexander.hessen@schroders.com