Global Emerging Markets

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Market Views: Equities

10DEC 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.

Market Views: Equities

09DEC 2019

Market Views: Fixed Income

09DEC 2019

2019

DECEMBER

09DEC 2019

Market Views: Fixed Income

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

29NOV 2019

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - December 2019

Schroders' economists suggest the global economy will probably avoid a recession in 2020, why they are optimistic about emerging markets next year, and mull the end of Japan's era of "Abenomics".

28NOV 2019

Market Views: Fixed Income

Are China's bond markets near a tipping point?

China’s bond markets are huge, but many foreign investors have little exposure. They are now opening up. Manu George explains the potential long-term opportunity for investors.

01NOV 2019

Market Views: Multi-Asset

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?

OCTOBER

25OCT 2019

Market Views: Fixed Income

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.

24OCT 2019

Market Views: Equities

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.

18OCT 2019

Economic Views

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.