All Emerging Market Equity articles
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NewsStandard Life awards £3bn emerging markets equities mandate
The mandate will be invested across Ninety One’s emerging markets equity and Asia ex-Japan strategies
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NewsKPN pension fund abandons core-satellite approach
Dutch telecoms pension fund simplifies investment structure after underperformance and growing governance complexity concerns
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NewsDemand for emerging market equities rises among German pension investors
German pension funds increase emerging markets allocations, favouring selective strategies over broad structural shifts
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Opinion PiecesEurope’s strategic recalibration: the case for diversification
The US shift towards mercantilism warrants a serious reconsideration of asset allocation decisions by European institutional investors
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ResearchIPE institutional market survey: Emerging and frontier market equities managers 2026
The assets invested in emerging market equities by global asset managers on behalf of clients increased by 16%, or over €150bn, since last year’s IPE survey. Strong appetite by global investors saw the overall figure top €1trn for the first time since 2022.
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Asset Class ReportsEmerging market equities: Outshining their advanced economy peers
Dollar weakness and AI capex spend combine as developing economies outperform despite tariff headwinds
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Asset Class ReportsAI arms race supercharges Asian tech companies
The impact of the AI capex boom on emerging market equities should not be underestimated – but is it sustainable?
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Asset Class ReportsInvestors look beyond AI as China’s tech sector rallies
The impact of the AI capex boom on emerging market equities should not be underestimated – but is it sustainable?
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NewsPeople’s Pension adds to equity manager roster with £3.6bn EM mandate
Appointing Robeco represents a shift from a passive approach to an active quantitative strategy for UK pension fund’s emerging markets portfolio
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AnalysisEmerging markets step out of Wall Street’s shadow
A combination of strong fundamentals, a weaker US dollar and a favourable policy environment may be ushering a new era for emerging market equities
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Special ReportTrends to watch in 2026: As stocks defy gravity, bubble fever speculation grows
Stocks seemed to have defied gravity this year, but the latest Bank of America (BofA) Securities Global Fund Managers survey shows that a record 60% of money managers canvassed believe global equities, including the US, are overvalued.
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AnalysisDeepSeek and beyond: how China can crash America’s AI party
China’s equity markets have rallied over the past few months, triggered by the release of DeepSeek’s open-source AI model
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ResearchIPE institutional market survey: Emerging and frontier market equities managers 2025
The IPE Emerging & Frontier Market Equities Survey 2025 captures €789bn in assets managed in emerging market and frontier market equities by 49 global and European asset managers.
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InterviewsEuropean pension funds, APK and Ilmarinen, stay loyal to emerging markets
Despite poor returns and rising geopolitical tensions, pension funds are maintaining some level of exposure to emerging markets – and even anticipate that opportunities will emerge
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FeaturesCan emerging market equities offset US headwinds with domestic growth?
Emerging market (EM) equities have been an unloved asset class over the past few years. China’s economic woes, a stronger US dollar and the country’s prolonged tech bull run cast a long shadow. However, there are some bright spots in 2025, despite US president Donald Trump’s tariffs.
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NewsState Street loses £28bn of The People’s Pension’s assets to Amundi and Invesco
State Street has previously managed all of the master trust’s assets worth £32bn
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NewsNo decarbonisation progress in emerging markets last year, says Fitch
EM situation offsets progress in advanced economies
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Special ReportTime to understand India
The country has much to offer investors, with impressive GDP growth, an innovative tech industry and soaring consumer demand
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NewsBonus Pensionskasse cuts European and EM equities to boost returns
The scheme’s performance benefitted from reshuffling regional equity allocations, with a more robust weight to global equities
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NewsIntesa Sanpaolo DC scheme swaps Japan and EM equity funds
The scheme made the replacements due to the funds underperforming the set benchmark
