Emerging markets

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Opportunity ahead: Optimism or illusion?

Explore our latest views on risks and opportunities across global capital markets.

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2026-11-30
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Asset Allocation Outlook

How to evolve your portfolio for the latest market conditions? Explore the latest monthly snapshot of Wellington Solutions Group's asset class views.

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2026-11-30
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Broadening impact through multi-theme fixed income investments

Multi-theme fixed income impact investments can drive sustainable development by aligning with multiple Sustainable Development Goals, ensuring broad-based impact.

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2026-10-16
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Chart in focus: Three reasons to revisit emerging markets

Multi-Asset Strategist Nanette Abuhoff-Jacobson illustrates the case for emerging markets in three charts.

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2026-10-31
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(Re)emerging markets: 10 reasons for optimism

Our experts identify 10 reasons why now may be the time for investors to reconsider emerging markets.

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2026-09-01
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Emerging markets under Trump 2.0: expect the unexpected

Portfolio Manager Dáire Dunne and Investment Director Irmak Surenkok discuss what Trump 2.0 entails for emerging markets investors and what useful lessons they can learn from his first term.

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2026-01-31
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Chart in Focus: The need to differentiate market growth from macro growth

Macro growth and earnings growth have been misaligned for the last 15 years, particularly in the US and China, but in opposite directions. For equity investors, what would be the key to identify real growth?

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2025-09-30
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Time to capitalise on the evolving role of bonds?

We outline why we think the new economic era is elevating the role of bonds as a source of attractive and stable income, downside protection and portfolio diversification.

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2025-09-30
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Impact investing in emerging markets: Growing opportunities, shifting challenges

Members of our impact bond team discuss their evolving emerging markets opportunity set and the importance of a bottom-up approach to value creation.

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2025-04-30
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Emerging markets debt: resilience in the face of adversity

Our expert discusses why she is positive on the outlook for emerging markets debt, even though growth will likely slow.

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2025-01-31
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What route is right in emerging markets investing?

How can investors find the most compelling opportunities within emerging market equities? Simon Henry and Dáire Dunne explain why they think targeting the economic development opportunity may provide a roadmap for success. 

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2024-12-15
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Will a “Goldilocks” economy be just right for equity markets?

We provide an outlook on the ongoing shift to new investment regime, and the market segments that we expect will most heavily influence global equity performance in the coming year. 

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2024-12-31
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