Payden & Rygel: Why Indian bonds will keep outperforming
Alexis Roach and the EMD team discuss the asset class’s tailwinds
Alexis Roach and the EMD team discuss the asset class’s tailwinds
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With economists upping their GDP forecasts for China, Marcus Weyerer examines how effective new fiscal policy will be in revitalising growth
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Bond holders should brace themselves for a rocky ride as two of the largest issuers face challenges
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Providing exposure to one of the world’s most ‘strategic markets’ for investors seeking high growth
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Tord Stallvik tells Portfolio Adviser about the firm’s new acquisition
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Firm will acquire £800m of mostly institutional assets from the London-based boutique
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Emerging markets have been long criticised by scorned investors, but a potential boom in commodity prices could change the playbook, writes Julia Khandoshko
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Those investors who fled China have flocked back in recent weeks after a pivotal shift in policy that has gone mostly unnoticed by wider markets
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Japan has soared after governance reforms, and neighbouring EM countries are following suit, writes Raheel Altaf
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Markets are changing and asset managers need to change the way they invest, writes Julia Khandoshko
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Frontier economies offer superior returns versus broader emerging markets, but naïve investors can take on higher levels of risk
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His plans to bolster India’s manufacturing sector are debatable, writes Sam Jochim
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