All Emerging Market articles
-
White papersThe four pillars of impact investing and how they work in the real world
Investors can achieve the greatest positive impact with their capital by focusing on four key themes.
-
White papersHow Emerging Markets can help pension schemes meet their sustainability objectives
Has an obsession with ESG ratings created a false perception of the value of Emerging Market equities?
-
White papersCross Asset Investment Strategy - September 2023
Much less fiscal policy support will likely constrain domestic demand and higher-for-longer interest rates will make monetary policy even more restrictive.
-
VideoWhy invest in emerging markets?
A focus on long-term mega trends rather than near-term noise could serve investors well.
-
White papersMacroeconomic and financial market forecasts - September 2023
Macroeconomic forecasts as of 1 September 2023
-
White papersMacroeconomics, Geopolitics, and Strategy - September 2023
Japan’s Q2 GDP significantly outperformed expectations, soaring to a 6% SAAR* from 3.7% in Q1. This robust performance was primarily driven by a surge in exports, while domestic demand indicators, such as private consumption and imports, contracted. We have revised our 2023 growth forecast up from 1% to 2%, to reflect the Q2 surprise.
-
White papersThe Eurozone economy under scrutiny, as the policy support fades
The Eurozone economy has stagnated over the last three quarters, although growth in the second quarter was marginally positive due to strong idiosyncratic growth in one or two smaller countries.
-
White papersInvesting in climate change: Private markets key to real impact
Finding the investment opportunities that can most meaningfully contribute to the fight against climate change means understanding the vital role of private markets.
-
White papersEmerging Markets Insights: From BRICS to BRICS+
BRICS expansion: The BRICS summit in South Africa in August announced the expansion of the group to include potentially six new members in early 2024.
-
White papersIs emerging market private equity the most effective way to invest for impact?
Kicking off a debate over how best to make meaningful change through investment, we explore private equity’s unmatched ability to deliver capital to the places it’s needed most.
-
White papersNavigating China’s economic turbulence
As China’s economic woes mount, we outline the GEMs Fund’s positioning and discuss our outlook for the country.
-
White papersGetting better all the time?
With improving CPIs, the mood music for investors might be sounding sweeter
-
White papersEmerging Market Opportunities Abound
Many high-quality companies can be unearthed if you are willing to turn over some rocks
-
White papersEmbracing Change in Chinese Equity Markets: Q&A with John Lin, Chief Investment Officer—China Equities
The AB China A Shares Equity Portfolio has been focusing on China onshore stock exchanges since the strategy was launched in 2009. In this brief interview, portfolio manager John Lin explains how the fund’s consistent, value-driven approach has helped the portfolio navigate this highly complex and fast-evolving market.
-
White papersMacroeconomics, Geopolitics, and Strategy - July/August 2023
The United Kingdom is the only advanced country with wage growth above core inflation, risking a wage-price spiral. Inflation is broad-based and expected to remain much higher than in the rest of the G7, above 6.0% in 2023 and well above 3.0% by end-2024. Growth will be flat at best, but all risks point to the downside.
-
White papersIs it time for neutral equity exposures?
We have become used to a fast-paced cycle after 2020. The pandemic compressed the entire business cycle into just a few quarters, but also produced a much slower and persistent phenomenon: an inflation wave that, to date, remains a vivid concern for central banks and markets.
-
White papersAmundi Pension Funds Letter n°18
Every June, Amundi welcomes clients from around the world to its investment forum in Paris to discuss the new trends shaping investment. That the world has been approaching a critical juncture has been a stable topic of the past few years. But this year, the consensus was clear: We have embarked on a new era.
-
White papersESG Materiality H1 2023: Spotlight on India
In the latest issue we reflect on the 2023 corporate governance trends across emerging markets and put the spotlight on India, examining key ESG risks and opportunities in one of the world’s most exciting markets.
-
White papersOverlooked and underappreciated: The case for Korea
As contrarian investors, the Asia-ex Japan team seek unloved companies in unloved markets. James Cook, Investment Director of Emerging Markets, explains why Korea is one market that mustn’t be ignored.
-
White papersEmerging Markets: Navigating Opportunities From Generative AI
Emerging markets offer unique opportunities and challenges for investors seeking exposure to Generative AI.
