With innovation on the rise and interest rate hikes likely over, investors may want to pay closer attention to emerging market stocks.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Why assessing macroeconomic drivers such as government debt, national savings, and monetary policy are key to investing in the EM space.
Saudi Arabia has embarked on an ambitious economic transformation programme aimed at propelling the kingdom into a bright, post-oil future.
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.
Brazil seeks fiscal stability while confronting high interest rates and a slowing economy.
Amid continued global economic uncertainty, the outlook for emerging markets is looking relatively brighter.
Considering the myriad impacts of the decentralization of global supply chains.
Hungary, Poland and Romania stand to benefit from the EU’s stimulus package as long as agreed reforms are implemented.
While many investors are fixated on developments in advanced economies, emerging market companies continue positioning themselves for future growth.
The renminbi’s resilience has faltered as appetite for Chinese assets has turned. What does this mean for China’s markets as the country faces a rekindled policy trilemma?
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.