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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.

 
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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

 
Jan 2017
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Macro and market

Update on Latin America

Author: Jamie Rice, CFA

In 2016, Latin American equities outperformed broader emerging markets for the first time since 2009. I believe that the region, which is pursuing much-needed reforms, is now poised to grow faster. The major...

File under: Emerging markets: Active opportunities span asset classes

 

India's bold moves: Investment implications of recent reforms

Authors: Murali Srikantaiah, ...

Indian Prime Minister Narendra Modi’s efforts to formalize the economy and boost growth are taking shape, creating an attractive entry point for investors.

File under: Emerging markets: Active opportunities span asset classes