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Generation of change- Is the emerging market story over?

Published by : Macquarie Investment Management

With a lackluster showing by emerging markets (EM) securities— both equity and fixed income — so far in 2018, we recently sat down with four Macquarie Investment Management portfolio managers who focus on developing market investments. The participants shared their insights and thinking on what has

Published: 31 October 2018

Business Area: Investments

Type: Portable Document Format (.pdf)

Emerging-Market Debt Outlook

Published by : Manulife Asset Management

As long-term investors, we continue to have a constructive view of the asset class. It’s worth noting that despite sizable swings in EM currencies at the height of the Turkey/Argentina turmoil,

Published: 26 October 2018

Business Area: Emerging Markets

Type: Portable Document Format (.pdf)

Emerging-market equities: Interim outlook

Published by : Manulife Asset Management

EMs are pricing in considerable challenges, but until the aforementioned macro preoccupations subside, we anticipate the fundamental long-term valuation attractions of the strongest growth companies in the strongest markets will remain eclipsed.

Published: 24 October 2018

Business Area: Emerging Markets

Type: Portable Document Format (.pdf)

Finding emerging-market leaders in an age of disruption: Companies, not countries

Published by : Manulife Asset Management

Published: 24 October 2018

Business Area: Emerging Markets

Type: Portable Document Format (.pdf)

Global Emerging Markets: Strategy Review

Published by : Manulife Asset Management

September saw the US economy continuing to post strong economic growth, causing the US Federal Reserve to nudge up interest rates by a further 25 basis points. As a result, the US has now returned to positive real interest rates for the first time since the onset of the Global Financial Crisis.

Published: 17 October 2018

Business Area: Emerging Markets

Type: Portable Document Format (.pdf)

Emerging markets: taking stock

Published by : Hermes Investment Management

In this issue of Gemologist, we assess the obvious weaknesses in EMs, the less obvious forces acting in their favour, explain how we have adapted to the turnaround in 2018 so far and present our convictions in selected portfolio companies. To begin, let’s take stock of the EM stories commanding the

Published: 15 October 2018

Business Area: Emerging Markets

Type: Portable Document Format (.pdf)

Broadening the universe: The strategic case for alternative credit

Published by : Legal & General Investment Management

The falls over the past two years in high yield and emerging market debt (‘alternative credit’) credit spreads,1 along with indications of late-cycle behaviour in the US, has led some investors to be nervous about allocating to these areas. But should pension schemes reconsider?

Published: 05 October 2018

Business Area: Emerging Markets

Type: Portable Document Format (.pdf)

Global Emerging Markets: Monthly Review

Published by : Manulife Asset Management

Interest rate hikes and the prospect of more to come further buoyed the US dollar and saw resumed selling pressure across EM debt and equities.

Published: 27 September 2018

Business Area: Emerging Markets

Type: Portable Document Format (.pdf)

Emerging markets roundtable 2018

Published by : Macquarie Investment Management

With a lackluster showing by emerging markets (EM) securities — both equity and fixed income — so far in 2018, we recently sat down with four Macquarie Investment Management portfolio managers who focus on developing market investments.

Published: 21 September 2018

Business Area: Emerging Markets

Type: Portable Document Format (.pdf)

China’s Leapfroggers Shape the Investing Landscape

Published by : AllianceBernstein

In our many travels through China to explore the changing market landscape, we’ve discovered countless companies and industries that are jumping ahead of the West. These leapfroggers are creating exciting opportunities for investors as China’s equity and debt markets open to the world.

Published: 28 August 2018

Business Area: Emerging Markets

Type: Portable Document Format (.pdf)

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