Is there too much pain baked into Brazilian equities?
New Capital’s Fergus Argyle discusses the ‘three pillars’ that could bolster Brazilian stocks
Emerging markets
-
-
Mexican equities: Momentum or moment?
Polar Capital’s Naomi Waistell believes Mexico could be on the cusp of ‘unleashing its full growth potential’
-
Is China a ‘dead weight’ in emerging market equity funds?
China is down 16.9% so far this year, and accounts for 30% of the MSCI Emerging Markets index
-
Calastone: Equity funds suffer one of worst months for outflows
ESG equity funds see largest outflows on record
-
Polar Capital hires EM fund manager from Federated Hermes
Jasper Wright will join on 1 June
-
What are the drivers behind India’s ‘sizeable runway’ for growth?
‘In many ways, now should be India’s moment’
-
Darius McDermott: Four routes to tap into an emerging market rebound
There is an element of investors having to roll with the punches, says FundCalibre MD
-
EM’s the breaks: Better times ahead for emerging markets
Mirabaud’s Anu Narula and James Johnstone of Redwheel talk about the highs and lows of emerging markets investing
-
Vontobel debuts duo of EM bond strategies
Swiss asset manager has witnessed increasing demand for fixed income
-
Federated Hermes hires emerging markets engagement lead
Ross Teverson joins after eight years at Jupiter
-
Invesco to close EM global bond fund
It is ‘no longer economically viable’
-
Markets uncertain as Lula wins in Brazil
But which Lula will take office in January – the pragmatist or the interventionist?