Hidden GEMs: Argentina’s remarkable turnaround
Ninety One’s Christine Reed, Emerging Market Fixed Income Portfolio Manager, charts Argentina’s remarkable turnaround story and considers the broader lessons for emerging market debt in...
Ninety One 25th Feb 2025
Notes from the road: something for everyone in Latin America
Whether it’s the strong structural story of Brazil or the alpha potential from Argentina’s reforming economy, Ninety One’s Nicolas Jaquier finds a compelling case for these two co...
Ninety One 24th Apr 2024
Ninety One 11th Apr 2024
Emerging markets review: Renminbi falls to lowest level since 2008
China’s renminbi fell to its lowest level against the US dollar for 11 years during August.
Adviser-Hub 16th Sep 2019
Europe market review: Further stimulus to come?
Following the extension to the Brexit deadline, the European Commission urged companies to ‘take advantage of the extra time” to make their preparations.
Adviser-Hub 10th Jul 2019
Emerging markets review: Investors hope for trade resolution at G20
Emerging markets generally performed more strongly than the broader global equity market during November, boosted by hopes that the US and China might resolve their ongoing trade dispute at the G20 su...
Adviser-Hub 7th Dec 2018
China accuses US of “trade bullyism”
September 2018 The trade war between the US and China continued to escalate during September. Following the US’s imposition of levies on US$200 billion-worth of Chinese products, China announ...
Adviser-Hub 5th Oct 2018
A tough month for emerging markets
August 2018 Emerging markets generally fell during August, undermined by an increasingly hawkish US central bank, a strengthening US dollar and unease over escalating trade tensions. The Turkish li...
Adviser-Hub 5th Sep 2018
Emerging markets review: Argentina raises rates to 40%
May 2018 Sentiment towards emerging markets was undermined during May by speculation that US monetary policy is likely to tighten more aggressively than previously anticipated, and by escalating co...
Adviser-Hub 11th Jun 2018
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