Does India deserve its premium to emerging markets?
There are a number of reasons why the gap between India and other emerging markets could diminish
Emerging Markets
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Robeco to launch range of transition investing strategies
Financing companies that make progress in sustainable development
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St James’s Place updates asset allocations amid ‘soft landing’ base case
Confidence in global high yield and global EM equities lowered
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Are we close to a crowded trade ‘tipping point’?
Investors have shown no signs of breaking their broader entanglement with the Magnificent Seven
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Baroness Dambisa Moyo: Why traditional multi-asset portfolios may lose their shine
The economist and author discusses return opportunities and risk mitigation
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Diverging performance: What is driving emerging market returns in 2024?
Emerging market growth is becoming increasingly dependent on fundamentals
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Ashmore suffers net outflows of £3.6bn as investors remain underweight emerging markets
More than 60% of the firm’s portfolios beat their benchmarks over 12 months
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PA Fund Manager Profile: Polar Capital’s Jorry Nøddekær on emerging market opportunities beyond China
The manager discusses why deglobalisation and the dwindling dominance of China will help spread opportunity and growth to other EM economies
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Opportunities for global investors: Beyond mega-cap tech stocks
While most global investors are struggling to look past mega-cap tech stocks, there is growing consensus more exciting sectors on more compelling valuations can be found
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Will frontier markets benefit from deglobalisation?
Relations between China and the US remain strained
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Somerset Capital to wind down after losing St James’s Place funds
Emerging specialist was dropped by SJP last week and has seen its AUM fall two-thirds since October
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Calastone: Equity flows positive for first time in half a year
Improved market sentiment and rising prices tempted UK investors back
