Latest Insights
Long-term trends in EM: tech-driven decarbonization efforts fuel opportunity
Where we see potential opportunities as emerging markets decarbonize.
Long-term trends in EM: a growing focus on ESG
ESG factors are becoming increasingly important in the analysis of EM companies.
An Investor’s China Conundrum
While we believe the opportunity remains promising, equity investors must understand the growing role political governance plays in China’s economy.
An investor’s China conundrum
While we believe the opportunity remains promising, equity investors must understand the growing role political governance plays in China’s economy.
The domino effect: Russia, Ukraine and the rest of EM
While Russia is being distanced from the EM universe through exclusion from debt and equity indices, its role as a key commodity exporter will have far-reaching effects across emerging markets that investors need to consider.
Long-term trends in EM: taking the lead in innovation
How innovation is evolving in emerging markets as EM companies adopt a leading role in major global innovation themes.
Decarbonisation in emerging markets: a new index to track progress
Janus Henderson has created a new decarbonisation index for emerging markets, with an initial report covering Latin America.
Russia/Ukraine: Implications from an EM Investment Perspective
Considering the investment implications for equity and debt markets due to the Russia-Ukraine situation.
Emerging Market Debt: A pivotal year for China
Jennifer James, emerging market corporate credit manager, explores how China is key to driving emerging market opportunities and performance in 2022.
Emerging market equities: balancing the promise of innovation with the risk of inflation
The near-term prospects for emerging market equities should be influenced by the trajectory of inflation and policy makers’ response to it.
Emerging Markets: Why then, why now?
Portfolio Manager Daniel Graña on the case for EM Equities and what led him to spend his career focused on emerging markets.
Is decarbonisation an opportunity for emerging markets?
Paul LaCoursiere chairs a World Climate Summit Investment COP panel discussion with academic, business and government experts to discuss the opportunities and challenges that decarbonisation presents across emerging markets.