Frontier markets risk being left behind without green reforms
After the recent market rally, Ninety One’s Thys Louw reflects on the importance of reforms in frontier markets
Emerging Markets
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From marketing slogan to political alliance: Can BRICS challenge the status quo?
Following the expansion of the BRICS group, investors discuss which constituents offer the best opportunities
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Five top-performing EM funds with the lowest exposure to Chinese equities
BNY Mellon, Franklin Templeton and JP Morgan funds all make the grade
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Are emerging markets back on the menu?
Emerging markets have been out of favour in recent years, but there are signs investor appetite is returning with China and India dominating
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UBS AM and Aon launch EM climate transition fund
Fund has positive and negative ‘tilts’, compared to a broad EM index
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Coupland Cardiff rebrands to Chikara Investments
Following retirement of founders Richard Cardiff and Angus Coupland last year
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Is there too much pain baked into Brazilian equities?
New Capital’s Fergus Argyle discusses the ‘three pillars’ that could bolster Brazilian stocks
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Mexican equities: Momentum or moment?
Polar Capital’s Naomi Waistell believes Mexico could be on the cusp of ‘unleashing its full growth potential’
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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
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Evelyn Partners ousts Fidelity fund and Asia Dragon trust in MPS rebalance
Changes come as part of latest rebalance of its portfolios
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Nomura appoints former Vanguard analyst as portfolio manager
Magash Chetty will assist the emerging markets corporate bond team led by Meno Stroemer
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Fidelity’s Dale Nicholls backs China consumption recovery despite underwhelming reopening
Initial expectations were ‘almost certainly too high’, but there are opportunities in particular sectors
