The drivers of emerging market equity returns are evolving as innovation and economic decoupling join favorable demographics as future sources of excess returns.
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With U.S. elections approaching, investors should consider how more insular American economic policy could affect emerging markets (EMs).
With innovation on the rise and interest rate hikes likely over, investors may want to pay closer attention to emerging market stocks.
Why assessing macroeconomic drivers such as government debt, national savings, and monetary policy are key to investing in the EM space.
A necessary complement to company- and industry-level research in emerging markets is a robust understanding of a country’s macro environment and policy direction.
What is the appeal of an emerging markets debt hard currency allocation at this point in the cycle?
Hungary, Poland and Romania stand to benefit from the EU’s stimulus package as long as agreed reforms are implemented.