Emerging Markets

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Managers' views

06NOV 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?

Managers' views

14AUG 2019

2019

AUGUST

08AUG 2019

Video Webcast

60 seconds on global credits: emerging market debt

In this short video Manu George, Senior Investment Director, Fixed Income, shares his view on emerging market debt.

JULY

30JUL 2019

Managers' views

Infographic: A snapshot of the world economy

In this month's infographic we look at what is left in central banks' arsenals to tackle any future economic downturn.

17JUL 2019

Managers' views

The only way is up for China’s economy

Chinese real GDP growth slowed to 6.2% year-on-year (y/y) in the second quarter, but the better data for June is an encouraging sign for activity in the third quarter.

12JUL 2019

Managers' views

Emerging Markets: Cushioning the blow

Emerging markets (EM) have some advantages over their slower growing, low interest rate cousins in the developed world. Should a global slowdown arrive, they still have an arsenal of familiar weaponry to deploy.

10JUL 2019

Managers' views

Where next for China A-shares?

The rise of China’s A-shares market is a theme that can’t be ignored. Here’s where we’re seeing opportunities in the country.

05JUL 2019

Managers' views

The case for a core allocation to emerging market debt

Emerging markets have grown in prominence and now represent around 40% of global GDP, twice their level at the turn of the millennium.

JUNE

21JUN 2019

Managers' views

Why we’ve lowered our expectations for emerging markets growth

Craig Botham explains growth downgrades for Brazil and India for this year, and why Russia sees a slight upgrade.