Emerging Markets
Emerging Markets | 19 Dec 16
Which asset classes performed best in 2016?
2016 has been a remarkable year. The two best performing large equity markets this year are countries that have been mired in recession for years. At the same time, the stock market of the world’s fastest growing large economy has been delivering some of the lowest returns.
Emerging Markets | 12 Dec 16
Analysis: Why policy makers are passing the buck to politicians
A few years ago, it was de rigueur to talk up a supposed decoupling of developed and emerging markets, but for central banks there is now a more disconcerting separation at play.
Asset managers prefer Japanese over US equities
Despite all the talk about the US equity Trump-boost in recent weeks, Japanese equities are actually a lot more popular with asset managers. Their consensus is that they will return more than 5% in 2017.
Emerging Markets | 5 Dec 16
Fidelity’s Emerging Markets Outlook 2017
Fidelity’s Nick Price on opportunities for the year ahead for Emerging Markets.
Emerging Markets | 5 Dec 16
Investec puts emerging market equities on hold
John Stopford, manager of Investec Global Multi Asset Income Fund, said his portfolio has turned more pro-growth but has zero exposure to emerging market equities.