All Emerging Markets articles
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News
ABP to reduce investments in emerging markets
The fund believes it no longer pays to be overweight the region given the expected returns for emerging market assets
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News
Publica sets up bespoke ESG benchmarks for EM government bonds
It worked with 17 asset managers on guidelines intended to increase transparency on ESG for investments in corporate loans, infrastructure, and real estate mortgages
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News
AP3 CEO wary of social media manipulation in election year
Staffan Hansén gets up close to US forestry asset while staying aware of 2024’s potential for global political change
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Asset Class Reports
Legal systems key in emerging market private credit
In the legally complex world of emerging markets, private credit investors naturally favour those with cleaner legal systems
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News
Mirova creates new DFI-focussed role to boost impact financing in EM
Sébastien Duquet has been with Mirova since 2022 following the acquisition of Mirova SunFunder, a specialist in climate investment in emerging countries
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Special Report
Emerging market equities – a changing landscape worth revisiting
Emerging market (EM) equities form an important part of many European pension fund growth portfolios today. Investors are keen to capture excess returns on offer thanks to EMs’ risk premium over developed markets, as well as the diversification benefits they can bring to portfolios; these characteristics have been helpful for many of Europe’s DB and DC schemes.
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Special Report
Strategically Speaking: HSBC Global Asset Management
As the financial markets enter uncharted territory, HSBC GAM could be well placed to take advantage of the dislocations in Asian and emerging markets. Its aim, though, is to offer investors the full spectrum of fixed-income solutions, says Xavier Baraton, global CIO for fixed-income private debt and alternatives.
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Special Report
The Dollar: A safe haven emerges
Expected dollar weakness could strengthen the case for emerging markets in the short and long term
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Special Report
Private equity: Emerging signs of a comeback
Emerging private equity markets deserve the attention of investors with a long horizon
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Special Report
Brazilian equities – Politics and Brazil
Politics is clouding the outlook for Brazil following the rebound
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Special Report
Emerging Markets: Ballots ahead
Elections in key countries could put investor confidence to the test
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Special Report
African adventures
Africa represents multiple opportunites both for returns and altruistic behaviour, yet it requires a long-term commitment from investors
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Special Report
Special Report Emerging Markets: The global picture
A stronger dollar and higher US rates could create headwinds for emerging markets
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Special Report
Mexico: Who dares may win
The uncertainty around Mexico’s future relationship with the US could create an opportunity for braver investors to get into the market
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Special Report
Turkey: A case for cautious optimism
Turkey has many things going for it as a destination for investors, but first it has to change its image
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Special Report
China prepares for a bumpy road
The feeling in China is that President Trump is someone they can do business with, despite his tough rhetoric on trade