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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.

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: opportunity & impact through innovation
How the pace of innovation is expanding within emerging markets, particularly in technology, finance and health care.

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.

Divergent emerging market outcomes in an uneven recovery
Portfolio managers and emerging market debt specialists Jennifer James and Ales Koutny analyse emerging market (EM) country fundamentals and consider how they influence opportunities for investors.

The case for emerging market equities
The Janus Henderson Emerging Market Equity Team believes that a multi-lens approach is necessary to effectively identify the most attractive opportunities and risks within these regions.

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.
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.

Emerging markets now fertile ground for innovation
While the pandemic has increased near-term risk, the rise of innovative and value-added industries should place the future trajectory of emerging markets on more stable footing, Daniel Graña and Matt Culley argue.