Global Emerging Markets

20JAN 2016

Markets

China, oil and the Fed: what they mean for EMD Relative in 2016

James Barrineau gives his take on three of the biggest themes likely to influence the asset class in 2016.

06JAN 2016

Markets

Outlook 2016: Emerging Markets Debt Absolute Return

After yet another challenging year for emerging market bonds characterised by a collapse in currencies and a spike in a number of local bond yields, attractive investment opportunities are starting to appear.

2015

DECEMBER

17DEC 2015

Markets

Schroders Quickview: Has the Fed hike actually made emerging markets more appealing?

Now that the Federal Reserve (Fed) has raised rates, investors may start to view emerging market debt in a new light.

03DEC 2015

Markets

Outlook 2016: Emerging Market Equities

Allan Conway highlights the signposts investors should look for as drivers of emerging markets equity performance in 2016.

01DEC 2015

Markets

Outlook 2016: Emerging Markets Debt Relative

After a difficult 2015 we see the issues hampering the emerging market debt asset class as slowly healing.

OCTOBER

29OCT 2015

Markets

Schroders Quickview: What does a more hawkish Fed mean for EM debt?

A moderately more hawkish Federal Reserve—which on Wednesday opened the door wider for a December rate hike—will perhaps stall a recovery in emerging market currencies, but the global search for yield will likely keep dollar denominated emerging market debt from retreating in price substantially.

05OCT 2015

Markets

How vulnerable are emerging markets? An expert discussion

At the recent Schroders Webconference hosted by Craig Botham, Emerging Market Economist, three emerging market investors with different perspectives discussed the outlook for the region.

SEPTEMBER

30SEP 2015

Watch/Listen

Schroders Investment Weather Forecast: Emerging markets face perfect storm

Multi-Asset view: while the outlook for global equities overall remains broadly positive the forecast for emerging markets and fixed income is not so bright as the region faces up to the perfect storm.

07SEP 2015

Watch/Listen

60 seconds with Allan Conway on emerging market volatility

Schroders Head of Emerging Market Equities Allan Conway discusses why he remains optimistic over the outlook for emerging markets despite recent volatility induced by worries over China.