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Emerging markets: Active opportunities span asset classes

Our investors offer their views on EM equity and debt markets and provide insights on their approaches to generating alpha.

 
Mar 2017
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Geopolitical

Modi's latest victory should be positive for India

Authors: Niraj Bhagwat, CA, ...

Indian Prime Minister Narendra Modi’s Bharatiya Janata Party (BJP) won a stronger-than-expected victory in the state elections of Uttar Pradesh (UP), returning the party to power after 14 years. UP is...

File under: Emerging markets: Active opportunities span asset classes

 

Emerging resiliency: A closer look at attractive opportunities in EMs

Authors: Jamie Rice, CFA, ...

Following the US presidential election in November, emerging market (EM) equities swooned due to fears about the potential negative effects of protectionism, rising interest rates, and a stronger US dollar....

File under: Emerging markets: Active opportunities span asset classes

 
W_lock

Maximizing the diversification benefits of emerging markets equities

Authors: Dáire Dunne, CFA, ...

Rising global integration has led to emerging markets becoming more correlated with developed markets. This has diminished their ability to diversify developed markets equity risk, although we believe emerging...

File under: Emerging markets: Active opportunities span asset classes

 

Emerging markets corporate debt: Attractive opportunities for investment-grade...

Authors: Kevin Murphy, ...

Emerging markets (EM) corporate debt offers an attractive yield profile amid the global search for yield. In an environment where deve­loped world central banks remain accommodative and yields are...

File under: Emerging markets: Active opportunities span asset classes