Adviser-Hub articles

Articles tagged: Emerging Markets
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

sch_drivesmka Partner Zone

What drives a market’s promotion to emerging market status?

How do you define an emerging market? Why is South Korea deemed an emerging market, but Vietnam is not? Schroders examines how MSCI classifies frontier and emerging markets.

Schroders 28th Aug 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.

abrdn 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.

abrdn 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.

abrdn 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?

abrdn 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.

abrdn 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.

abrdn 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

Article-Chart-01-2019 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?

abrdn Investments 22nd Jun 2023

Article-Puzzle-01-2019 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...

abrdn Investments 18th May 2023

Article-Chart-01-2019 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

Article-Infrastructure-01-2019 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

Article-Change-01-2019 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

Article-Grow-02-2019 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

Article-balance-01-2019 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

Article-Chart-03-2019 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

Article-Chart-01-1 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

Article-China-01 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

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

Article-Emerging-01-2019 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

Article-Emerging-01-2019 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

Article-America-01 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

Article-Chart-01-2019 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

Article-China-01 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

Article-Chart-01-2019 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

Article-Charts-AO-06_1-1 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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