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
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
Active Minds: 1 April 2020 – It is governments that will now do ‘whatever it takes’
In this edition of Active Minds, Ariel Bezalel looks at the impact that policy responses have had on fixed income markets, with governments now taking up the pledge to do ‘whatever it takes’.
Jupiter Asset Management 14th Apr 2020
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
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
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
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
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
LGIM Podcast: In Conversation with Anton Esher, CIO, LGIM
It’s fair to say that growing up in South Africa helped shape Anton Eser into the Chief Investment Officer he is today. Having lived “in one of the emerging markets” through a tumultuous period in tha...
Adviser-Hub 6th Mar 2019
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.
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
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
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
Video: Emerging markets: Will dollar strength derail the recovery?
Ewan Thompson explains why dollar strength is an important indicator for emerging markets, which have weathered the recent volatility well.
Adviser-Hub 11th Sep 2018
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
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
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
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
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
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
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
AXA IM | Challenges and Opportunities in Emerging Markets
Ian Smith and Paul Birchenough, Fund Managers of the AXA Framnlington Emerging Markets Fund discuss the challenges and opportunities in emerging markets.
AXA Investment Managers 27th Apr 2016
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