As US rhetoric on trade protectionism softens, investors are focusing on emerging markets’ fundamental attractions once more as productivity improvements and fast-growing young populations are driving superior economic growth.
This is a favourable environment for companies to grow their earnings and lift dividend payouts. However, It would be wrong to paint all emerging markets with the same brush. While the trend is positive, there are exceptions. Deciding which countries and companies to back requires an active approach combining both global perspective and local knowledge.
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Supporting documents
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- Active
- Africa
- Agriculture
- Asia Pacific
- Asset allocation
- Cash
- Commentary
- Commodities
- Convertibles
- Corporate Bonds
- Credit
- Currency
- Derivatives
- Developed Market
- Dynamic/Global/Tactical Asset Allocation
- Emerging Market
- Emerging Market Debt
- ESG/SRI
- Europe
- Gilts
- Global
- Government Bonds
- Hedge Funds
- High Yield
- Index-Linked Bonds
- Inflation
- Insurance
- Large cap
- Latin America
- Loans
- Microfinance
- Mid cap
- Middle East
- Mortgages
- North America
- OTC/Exchange Traded Derivatives
- Portable Alpha
- Private Equity
- Small cap
- Sovereign Bonds
- Timber
- Venture Capital
