With China looking to be an appealing geography to invest in public equites over the near future. Here are a few things to consider when...
With fluctuating fossil fuel prices and extreme weather events, the need for drastic acceleration in sustainable energy and...
'Gloomy and More Uncertain' is the IMF’s view of the economic outlook for emerging markets. Developments in nations such as Sri Lanka and...
An interesting article highlighting the major trends in asset allocation for pension funds in the Netherlands. There has been a clear...
Mercer has predicted that the global economy could grow at on trend levels, showing signs of recovery from the 2019 slowdown caused by...
It is encouraging to hear that asset managers are learning from previous fund strategies to increase both the ROI and social return of...
Might frontier funds provide a haven from the current volitility of more mature markets? This article provides an insight into the...
This recent article describes Local Currency Corporate EM funds as the 'new kid on the block'. We would suggest this 'kid' has been in...
Interesting piece from GMO exploring the notion that EM Debt and Equity will outperform the US over the next 7 years. Continues the theme...
An interesting article on the negative effect to the overall asset class of a limited number of EM nations.
For a long while EMD has been a somewhat unloved asset class but with a recent shift in allocations and flock of what some are labeling...
As we have noted already through a high degree of interest from our clients, EMD appears set for a period of solid and continued interest