Emerging markets

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Impact Carbon emissions Emerging markets Sustainable investing Brazil Africa Equity EM debt Impact investing Article
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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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6 min
Article
2025-04-30
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Quick Take
EM debt Macro and market Outlook Balance sheet Public pension (DB) Sovereigns Unit linked Union (Taft Hartley) Multi Single Distribution Global Credit Plus Multi-Sector Credit Opportunistic Fixed Income Fixed income Emerging markets Macro Fixed income program Quick Take
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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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Gillian Edgeworth
Gillian Edgeworth
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Quick Take
2025-01-31
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Mid Year Outlook Designs
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Outlook Fundamental equity EM equity Large-cap Small-cap Equity USA APAC China United Kingdom Emerging markets Growth Asset allocation Volatility Interest rates Economic cycle Article
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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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Andrew Heiskell
Andrew Heiskell
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Article
2024-12-31
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Asset allocation Emerging markets Equity iStrat EM equity China Strategic allocation Article
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Beyond China: what does the rest of the EM equity world have to offer?

For investors contemplating a separate allocation to EM ex-China equities, members of our iStrat Team share their research on the composition of the opportunity set, the growing divergence in the behavior of EM ex-China equities and Chinese equities, and the long-term market outlook.

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Alex King
Alex King, CFA
Supriya Menon
Supriya Menon
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Article
2025-11-30
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2023 Equity Outlook
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Emerging markets EM equity Economic cycle Outlook No Optimizely Monetary policy Equity Article
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EM equity in 2023: Will the longest bear market in history continue?

We explore three key considerations for EM investors in today’s challenging environment and highlight potential winners and losers in 2023.

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Jamie Rice
Jamie Rice, CFA
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Article
2023-12-31
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2023 Bond Market Outlook
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Emerging markets EM debt Monetary policy No Optimizely Inflation Interest rates Volatility Fixed income Outlook Article
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Emerging markets debt outlook: A glass half full or half empty?

Against a still-challenging global backdrop for emerging markets, Macro Strategist Gillian Edgeworth highlights opportunities created by extreme credit spread dispersion across individual countries.

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Gillian Edgeworth
Gillian Edgeworth
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Article
2023-12-31
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Event replay
Impact Private investing Asia Private companies Macro and market Emerging markets Liquid alternatives & hedge funds Impact investing Sustainable investing Event replay
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Financial Times Moral Money Summit Asia 2022: Impact investing across public, private and emerging markets

In this replay from the Financial Times 2022 Moral Money Summit Asia, Edwina Matthew discusses key themes in impact investing.

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Edwina Matthew
Edwina Matthew
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Event replay
2023-10-31
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Emerging markets EM debt Credit Interest rates Currency Inflation Monetary policy Article
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Emerging local debt markets: Time to wade in?
Fixed Income Portfolio Manager Michael Henry sees positive trends across ELD fundamentals, valuations, and technicals that could be tailwinds for these markets going forward.
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Michael Henry
Michael Henry
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Article
2023-08-31
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Quick Take
Fiscal policy India Emerging markets Equity E-commerce Consumer discretionary Geopolitics Quick Take
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Six reasons India may be on the cusp of a major upcycle
Numerous positive structural and cyclical factors are pointing towards a major economic upcycle in India over the next five to six years, in our view, creating a range of potential investment opportunities. We believe India’s market is supported by an evolving investment universe, powerful demographic trends, increasing urbanisation and rising wealth, export growth, geopolitical tailwinds and a supportive policy regime. These factors are coalescing at a time when the corporate deleveraging cycle of the last few years is coming to an end and a new upcycle in profitability could be beginning.
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Philip A Brooks
Philip A Brooks, CFA
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Quick Take
2022-12-30
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Quick Take
China Volatility Geopolitics COVID Equity Active management Emerging markets Quick Take
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China in 2022: Embracing the volatility
China’s new antitrust, data privacy and cybersecurity regulations, combined with its education and real estate industry reforms, the continued impact of COVID-19 and rising geopolitical tensions, drove a tumultuous investment environment last year. The country’s numerous headline-grabbing changes spurred global concern given the philosophical shift towards “Common Prosperity” and the sheer scale and speed of policymaking.
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Bo Meunier
Bo Meunier, CFA
Graham Proud
Graham Proud
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Quick Take
2022-08-31
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Quick Take
Emerging markets Credit EM debt Inflation Quick Take
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EM local debt: Forgotten but not forsaken
The emerging markets (EM) local debt sector (as measured by the JP Morgan Government Bond Index – Emerging Markets Global Diversified) just posted its worst calendar-year performance since 2013, returning -8.75% against the headwind of higher EM local interest rates. The underlying culprit? EM inflation surprised to the upside in 2021, forcing a number of EM central banks to raise their policy interest rates in an effort to curb the impact.
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Brij Khurana
Brij Khurana
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Quick Take
2022-09-30
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Macro and market Sustainability Equity Fixed income Liquid alternatives & hedge funds Climate Geopolitics Emerging markets Sustainable investing Tech & Innovation
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Navigating a new tomorrow
In this video, Wellington investment professionals and prominent guests articulate the structural risks and opportunities that we believe will shape tomorrow’s investment strategies, ranging from medical innovation spurred by the global pandemic to technological breakthroughs, and ideas aimed at curbing or mitigating climate risk.
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Multiple speakers
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2023-01-31
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