This Month
- Opinion
- Emerging markets
How will Trump’s policy agenda impact emerging markets?
While the Trump presidency holds risks for emerging markets, the investment opportunity remains too great to ignore.
October 2024
- Opinion
- Investing
Trump, Harris’ differing policy visions will affect emerging markets
Resilient economies will be those that successfully position themselves between US and Chinese interests – potentially Romania, Serbia, Ivory Coast and the Dominican Republic.
August 2024
Stability is great for portfolios – if you know where to look
Poll outcomes across the developing world appear to support growth as the US election looms.
June 2024
- Opinion
- Emerging markets
Five reasons to look at emerging markets for growth
Given global structural shifts, valuations may not fully reflect the upside potential of the asset class, which could reach double digits.
April 2024
The three reasons your portfolio needs emerging markets
A key attraction is the ability to invest across segments that often react differently to various macroeconomic environments.
March 2024
- Opinion
- Investing
Where to invest and what to buy in emerging markets
The best opportunities may be in government bonds and betting on the currencies of Brazil, Mexico and South Korea.