Adviser Hub articles

Articles tagged: Emerging Markets
Article-Direction-05-2019 Partner Zone

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

Article-balance-01-2019 Market Briefings

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

Merian_10Oct19 VIDEO

Merian Global Investors | What next for Chinese equities?

Oliver Lee, investment director, global emerging market and Chinese equities, discusses what the future may hold for China, its economy and stock market.

Merian Global Investors 10th Oct 2019

Merian23Sep VIDEO

Merian Global Investors | Finding treasure in global emerging markets

In this episode of the Market Minutes video series, Nick Payne, head of global emerging market equities, explains why searching for strong economic moats is a good way to find companies able to sustai...

Merian Global Investors 23rd Sep 2019

Merian23Sep Partner Zone

Finding treasure in global emerging markets

In this episode of the Market Minutes video series, Nick Payne, head of global emerging market equities, explains why searching for strong economic moats is a good way to find companies able to sustai...

Merian Global Investors 23rd Sep 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 Briefings

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

Article-Grow-01-2019 Partner Zone

Why the emerging market debt rally has further to go

Delphine Arrighi, manager of the Merian emerging market debt funds, discusses how emerging market debt has rallied strongly this year.

Merian Global Investors 23rd Jul 2019

Partner Zone

Why the emerging market debt rally has further to go

Delphine Arrighi, manager of the Merian emerging market debt funds, discusses how emerging market debt has rallied strongly this year, with hard currency reaping the majority of the rewards. She expla...

Merian Global Investors 23rd Jul 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-Change-01 Market Briefings

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

Article-Chart-01-1 Market Briefings

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

Article-Grow-01 Market Briefings

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-AO-01_1.jpg-3 Market Briefings

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

Invesco29Jan19 VIDEO

Invesco | 2019 investment outlook: Asian & emerging markets

2018 has been a challenging year for Asian and global emerging equity markets. The year began with upbeat earnings expectations and valuations above long-term historical averages. However, since the s...

Invesco 29th Jan 2019

Invesco19Oct18 VIDEO

Invesco | John Greenwood’s quarterly economic outlook: Q4 2018

With problems in emerging markets continuing to grab headlines and an escalation of the tariff wars between the US and China, how concerned is John about the potential impacts on the global economy?

Invesco 19th Oct 2018

AH-VOTWCrd-Invesco18Sep18 Market Briefings

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

Invesco 11th Oct 2018

Invesco_EM_18Sep18 VIDEO

Invesco | 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.

Invesco 18th Sep 2018

AH-vidarticle-Neptune4Sep18 Market Briefings

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-AO-01_1.jpg Market Briefings

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-AO-01_1.jpg Market Briefings

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 Briefings

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

InvescoPerpetualEmergin1Jun18 VIDEO

Invesco | Investing in emerging markets: a political play

Watch two of our most experienced emerging markets investors discuss their outlook for equities and debt and where the risks and opportunities lie.

Invesco 1st Jun 2018

Article-Chart-01-2019 Market Briefings

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-AO-01_1.jpg-2 Market Briefings

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-Charts-AO-01_1-2-1 Market Briefings

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 Briefings

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

AXAIM-EmergingMarkets VIDEO

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

Schrosers60SecRajeev2 VIDEO

Schroders | 60 seconds with Rajeev De Mello on the Fed and emerging markets

The Fed’s lift-off and increases in interest rates is something which investors have been very worried about over the last couple of years. When you look back over the last 30 years, every time the Fe...

Schroders 1st Feb 2016

Schrosers60SecRajeev VIDEO

Schroders | 60 seconds with Rajeev De Mello on the impact of oil prices for Asia

Rajeev De Mello, Head of Asian Fixed Income, discusses the recent falls in oil prices and what this means for Asia: - Oil price falls have been very dramatic, and there is some concern from investors...

Schroders 19th Jan 2016

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