Adviser-Hub articles

Articles tagged: Emerging Markets
Article-balance-01-smll2024 Analysis & Opinion

How is this balanced in a portfolio?

The relationship between emerging and developed markets is changing, with emerging markets increasingly pursuing orthodox fiscal policies while developed markets drown in debt.

Adviser-Hub 9th Jul 2025

Article-Chart-01-smll2024 Analysis & Opinion

Emerging markets: the new orthodoxy

High fiscal spending, economic mismanagement, and geopolitical risk used to be the hallmarks of emerging markets rather than developed markets. Today, these characteristics are more likely to be fo...

Adviser-Hub 7th Jul 2025

cpg_podcastimga Podcast

Capital Group | How emerging markets could win the trade war

Capital Group portfolio manager Lisa Thompson shares her perspective on ongoing tariff disputes, the need to correct imbalances in global trade and why some emerging markets could benefit from US/C...

Capital Group 24th Jun 2025

abrdn_analyst0900625 Podcast

Capital Group | Resilient markets: How frontier debt is weathering global volatility - Part 1

Capital Group fixed income investment analyst Holger Siebrecht looks at African bonds and their role in the wider emerging market debt universe.

Capital Group 24th Jun 2025

abrdn_em200625 Partner Zone

Emerging markets outlook: Risks remain amid trade war de-escalation

While the threat of an escalation in the US trade war has receded, slowing global growth will be a drag, particularly on EMs reliant on trade. That said, a weaker US dollar and limited spillover fr...

Aberdeen Investments 20th Jun 2025

nione_tippgp180625 Partner Zone

Tipping point: a turn in the US dollar cycle and what it means for emerging market debt

For EM debt investors, Ninety One believes a weaker dollar could mark a long-awaited shift from headwind to tailwind.

Ninety One 18th Jun 2025

abrdn_em290525ao Partner Zone

Why income investing in emerging markets?

Most often associated with growth investing, a look at how emerging markets represent a uniquely appealing income universe for today's active investors with a total return mindset.

Aberdeen Investments 12th Jun 2025

nione_debunk030625 Partner Zone

Hidden GEMs: debunking five emerging market myths

Drawing on deep experience, Ninety One’s EM experts tackle five persistent myths about emerging markets and advocate a recalibration of perspectives.

Ninety One 3rd Jun 2025

abrdn_emerg280525-1 Partner Zone

Emerging markets income equity: confidence and recovery in Asia

Matt Williams, Senior Investment Director on the Global Emerging Markets desk, reports back on some long-term positives for the region. 

Aberdeen Investments 28th May 2025

abrdn_trump280525 Partner Zone

What Trump's trade war means for EM local currency bonds

Kieran Curtis considers the outlook for emerging market local currency bonds amid the US-led global trade war.

Aberdeen Investments 28th May 2025

abrdn_em090625 Partner Zone

EM equities not surrendering to Trump's trade war

Aberdeen looks at the unexpected post-“Liberation Day” outperformance of EM and Asian equities – and why they believe the investment case for the asset class remains in place.

Aberdeen Investments 6th May 2025

cpg_podcastimga Podcast

Capital Group | Emerging markets investing: four decades of wisdom

Capital Group’s Mike Gitlin interviews pioneering emerging markets investor Victor Kohn – who helped manage the world's first emerging markets equity fund launched in 1986 – a...

Capital Group 14th Apr 2025

Article-Communication-10-smll2024 Analysis & Opinion

Emerging markets in a fractured world

This a fragile moment for the global economy. The new administration in the US is sowing uncertainty across the world, upending geopolitical norms and long-established trading patterns.

Adviser-Hub 1st Apr 2025

Article-Technology-03-smll2024 Analysis & Opinion

Harnessing growth themes in emerging markets

For more than a decade, investors have been focused on a single growth theme – AI – and on a single country – the US. Emerging markets not only have exposure to the AI supply chai...

Adviser-Hub 31st Mar 2025

HE_fractured270325 VIDEO

Emerging markets in a fractured world – panel discussion video #3

In an unsettled world, how are fund managers positioning themselves for the challenges that lie ahead? How are they handling the tariff situation, for example, and are they taking any significant e...

Adviser-Hub 27th Mar 2025

HE_emvid2_260325 VIDEO

Harnessing growth themes in emerging markets – panel discussion video #2

Emerging markets are home to many of exciting global themes, but at a fraction of the price. Taiwan, for example, holds much of the semiconductor supply chain, while China has real prowess in clean...

Adviser-Hub 26th Mar 2025

nione_treadlines260325 Partner Zone

Follow the trendlines, not the headlines

Tariffs are reshaping market dynamics—where are the opportunities for emerging market equity investors? Ninety One’s Varun Laijawalla explores the risks, the mispricings, and the strate...

Ninety One 26th Mar 2025

hubex_emvid1210325 VIDEO

Emerging markets' two behemoths: China and India explored – panel discussion video #1

China has been a weak spot for emerging markets, but after a series of stimulus packages it is showing signs of recovery. How important is it for the fate or emerging markets more broadly? At the s...

Adviser-Hub 21st Mar 2025

nione_gem250225 Partner Zone

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

abrdn_em060225 Analysis & Opinion

Why excluding China can sometimes make good sense

Some investors are increasingly turning to emerging markets excluding China, seeking greater control and alignment with global economic shifts. abrdn takes a closer look. 

Aberdeen Investments 6th Feb 2025

Partner Zone

Webinar: The enduring case for emerging markets

Fidelity Emerging Markets portfolio managers Nick Price and Chris Tennant discuss their outlook for emerging market equities, exploring signs of stabilisation in China, as well as opportunities in...

Fidelity International 20th Jan 2025

cp_emd Partner Zone

EMD: A credible long-term asset allocation candidate

Capital Group’s paper highlights the importance of active management and bottom-up fundamental research in effectively navigating the multifaceted emerging market debt (EMD) landscape.

Capital Group 16th Dec 2024

Article-Chart-01-smll2024 Analysis & Opinion

The Week: emerging markets in the year ahead

Emerging markets should have been in a sweet spot for the year ahead, but the US election may have derailed that.

Adviser-Hub 12th Dec 2024

cg_quickt121124 Partner Zone

Quick take: impact of US election results on emerging markets

In the wake of Donald Trump’s victory in the US presidential election, Capital Group shares analysis from portfolio manager Kirstie Spence on the impact on emerging markets, focusing on expan...

Capital Group 12th Nov 2024

cpg_impact151024 Partner Zone

Impact of US elections on emerging market currencies

Capital Group’s Jens Søndergaard examines what the outcome of the US election could mean for EM currencies through the impact on tariffs, sanctions, US fiscal policy, unorthodox econom...

Capital Group 15th Oct 2024

nine_decadea Partner Zone

EM equities: a decade of transformation

Emerging markets have changed dramatically over the last decade, resulting in a more diverse and higher-quality asset class. Ninety One discusses how this evolution has transformed the investment l...

Ninety One 11th Sep 2024

nine_fivea Partner Zone

EM equities: five factors point to a rebound

Ninety One analyses assesses the critical factors that could support EM returns relative to developed markets after several false dawns.

Ninety One 11th Sep 2024

ninetyo_navema Partner Zone

Actively navigating EM equities

Ninety One’s Varun Laijawalla believes an active approach is imperative to investing in emerging markets, which he illustrates by relating to his team’s experiences of investing in two...

Ninety One 13th Aug 2024

abrdn_ema Podcast

abrdn Investments | State of Origin: EM elections, trade and inflation

In the latest episode of abrdn’s Emerging Markets Equities podcast, Nick Robinson sits down with Bob Gilhooly to discuss all things emerging markets.

Aberdeen Investments 8th Aug 2024

abrdn_divid5a Partner Zone

Why it pays dividends to invest in emerging markets

Since 2000, EM dividends have grown twice as fast as those in the rest of the world. We look at some of the companies leading the charge.

Aberdeen Investments 30th May 2024

Partner Zone

Baillie Gifford on high-calibre emerging markets companies

From TSMC to Reliance Industries – why this is a promising time to invest in world-class emerging markets firms.

Baillie Gifford 26th Apr 2024

bg_hcalibrea Podcast

Baillie Gifford | Baillie Gifford on high-calibre emerging markets companies

From TSMC to Reliance Industries – why this is a promising time to invest in world-class emerging markets firms.

Baillie Gifford 26th Apr 2024

abrd_cshflow2 Podcast

abrdn | Following cashflows from China to Chile

The latest episode of abrdn’s Emerging Market Equities Podcast explores the world of emerging markets through an income lens.

Aberdeen Investments 18th Apr 2024

_three ways em_STA0224516780-001_TA Image_1440x770_asi Partner Zone

Three ways to unlock opportunity in emerging-market equity income

Which emerging-market companies do abrdn think are capable of paying dividends over the long-term?

Aberdeen Investments 1st Mar 2024

Bajaj case study_1440x770_asi Partner Zone

Emerging markets income equity: Bajaj Holdings and India’s rise as a consumer nation

Domestic population trends are helping to fuel this vehicle and finance company's business.

Aberdeen Investments 1st Mar 2024

hd korea case study_1440x770_asi Partner Zone

Emerging markets income equity: can Korea's KSOE deliver sustainable dividends?

KSOE investors could be en route to income as the shipbuilder cuts carbon for cargo clients.

Aberdeen Investments 1st Mar 2024

k-x-i-t-h-v-i-s-u-a-l-s-nYq3nW9Z9ok-unsplash Partner Zone

Exploring opportunities in emerging market debt

Deep dive into emerging market debt with Erin Lefkowitz, Senior Fixed Income Portfolio Manager at Mercer, and leaders from Ninety One’s EM Fixed Income platform Victoria Harling and Peter Ken...

Ninety One 21st Feb 2024

cg_emd5124a Partner Zone

EMD outlook for 2024: Higher for longer US rates in a bifurcated EM universe

Capital Group outlines the global backdrop that emerging markets (EMs) can expect in 2024. 

Capital Group 5th Jan 2024

Analysis & Opinion

The Week: The opportunities in smaller emerging markets

The strongest opportunities in emerging markets may be found off the beaten path, but how can investors get access?

Aberdeen Investments 22nd Jun 2023

Analysis & Opinion

The Week: The new appeal of emerging markets

Emerging markets are winning some plaudits among investment managers. What lies behind their increasing popularity?

Adviser-Hub 24th May 2023

Partner Zone

Why Latin America offers compelling opportunities

While investor attention is often drawn to other parts of the emerging markets complex, portfolio manager Chris Tennant outlines why we are feeling optimistic over the outlook for Latin America. He...

Fidelity International 24th May 2023

abrdn_cur180523a Podcast

abrdn | Conscious uncoupling? What roles do EM currencies and the dollar

Conscious uncoupling? What roles do EM currencies play in driving total returns for investors? abrdn’s Nick Robinson & Kieran Curtis discuss the performance of EM currencies, the US dolla...

Aberdeen Investments 18th May 2023

Analysis & Opinion

The Week: Revisiting unfashionable emerging markets

Emerging markets have been a tough spot over the past 12 months, even by the standards of 2022. However, there are better signs for many emerging markets in the year ahead.

Adviser-Hub 12th Jan 2023

Analysis & Opinion

Why emerging markets are key for global impact investors

Insight Investment’s Portfolio Manager Simon Cooke discusses the impact of emerging market sustainable bonds in comparison to those in developed markets.

BNY Mellon Investment Management 1st Sep 2022

Market Updates

The Week: The new-found enthusiasm for emerging markets

Investors have been showing renewed interest in emerging markets. Is this the right way to play the reflation trade?

Adviser-Hub 4th Feb 2021

Market Updates

The Week: Is there hope for friendless emerging markets?

With a low Dollar, low valuations and recovering economies, these should be buoyant times for emerging markets, but buyers are thin on the ground.

Adviser-Hub 10th Sep 2020

Market Updates

The Week: Risk on: 2019 was a bumper year

Against expectations, 2019 has proved a year in which it was tough not to make money. The rising tide of central bank policy floated all boats.

Adviser-Hub 4th Dec 2019

Fidelity16Oct19-1 VIDEO

Fidelity International | From Made in China to Designed in China

Fidelity China Consumer Fund portfolio manager Hyomi Jie investigates how the trend towards premiumisation is creating new opportunities among local companies in China.

Fidelity International 16th Oct 2019

FidelityIAsiaSep19 VIDEO

Fidelity International | The Asia Call: Episode 2

Listen to the call with the Fidelity International Asia-based investment team. Hear from portfolio managers Dhananjay Phadnis, Fidelity Emerging Asia Fund, and Hyomi Jie, Fidelity China Consumer Fund...

Fidelity International 17th Sep 2019

Market Updates

The Week: Global dividend growth slips as corporate profits dip

The deceleration in the global economy is making an impact on global dividends, finds the latest Henderson Global Dividend Index.

Adviser-Hub 22nd Aug 2019

Dan Roberts_FundCalibre VIDEO

Fidelity International | Dan Roberts on economic expansion and current opportunities

FundCalibre research analyst Ryan Lightfoot-Brown sits down with Dan Roberts, fund manager of Elite Rated Fidelity Global Dividend to get his thoughts on the "longest running equity bull market". You...

Fidelity International 30th Apr 2019

Market Updates

Emerging markets review: End of trade dispute within sight?

Despite signs of an ongoing economic slowdown in China, share prices performed strongly during February. The US announced that it would postpone its planned tariff increases on Chinese exports.

Adviser-Hub 6th Mar 2019

Market Updates

Emerging markets review: Trade conflicts pose a risk to growth

After a strong December, emerging markets generated a more muted performance in January. Nevertheless, emerging economies are expected to continue to drive global growth. However, one of the principal...

Adviser-Hub 25th Feb 2019

Market Updates

The Week: Does the future belong to India rather than China?

Martin Wolf wrote in this week’s Financial Times that ‘the future might not belong to China’. Is he right?

Adviser-Hub 31st Jan 2019

Market Updates

Video: Emerging markets - confronting the concerns

Emerging Market Equities Senior Analyst Douglas Turnbull discusses some of the key issues that are impacting emerging markets at the moment. Watch here

Adviser-Hub 11th Oct 2018

Market Updates

Emerging markets review: No winners in a global trade war

July 2018 During July, President Donald Trump imposed US$34 billion in tariffs on Chinese goods, prompting China to respond with US$34 billion of levies on US imports. The US announced plans to imp...

Adviser-Hub 14th Aug 2018

Market Updates

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

Market Updates

The Week: Is the recent emerging market decline terminal?

Emerging markets have suffered over the past few months, as the Dollar has strengthened and US bond yields have risen. 

Adviser-Hub 7th Jun 2018

Market Updates

The Week: Curtains for emerging markets?

Emerging markets currencies and government bonds have seen an uncomfortable sell-off in recent weeks. Will it endure?

Adviser-Hub 17th May 2018

Market Updates

Emerging markets review: Looming trade war knocks sentiment

China’s relationship with the US deteriorated during March following President Donald Trump’s decision to impose a series of new tariffs intended to safeguard US interests.

Adviser-Hub 17th Apr 2018

Market Updates

Emerging markets review: The price of oil reaches US$70 in January

The price of oil rose to US$70 per barrel for the first time in over three years during January as OPEC members confirmed that they would continue to limit output until the end of 2018.

Adviser-Hub 14th Feb 2018

Market Updates

Emerging markets: have investors missed the boat?

Emerging markets have had a strong run – are all the strong returns behind them? Emerging markets have rallied after fears surrounding the Trump election abated After 20%+ gains, investo...

Adviser-Hub 25th Sep 2017

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