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Professional Investors
Seoul searching: Finding value in South Korea
Seoul searching: Finding value in South Korea
Will reforms lift Korean equity valuations?
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Professional Investors
How long will the emerging market equity rally last?
How long will the emerging market equity rally last?
Investor strategies in emerging markets have changed.
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Professional Investors
Should investors look to China?
Should investors look to China?
Ernest Yeung, Portfolio Manager, highlights examples of countries and industries where he’s seeking to...
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Professional Investors
Emerging market debt delivers despite outdated doubts
Emerging market debt delivers despite outdated doubts
Why is the asset class still misunderstood?
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Professional Investors
Structural shifts boost EM debt
Structural shifts boost EM debt
Emerging market debt has demonstrated resilience amid market turbulence.
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Professional Investors
Will Europe continue to benefit as investors avoid Mag 7?
Will Europe continue to benefit as investors avoid Mag 7?
Where are investors seeking diversification?
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Professional Investors
Which equity factors excelled in Q2?
Which equity factors excelled in Q2?
Returns varied across markets and regions – how should investors prepare for the rest of 2025?
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Professional Investors
Trump's clean energy cuts to benefit emerging markets
Trump's clean energy cuts to benefit emerging markets
Which countries are looking to step up their green energy investments?
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Professional Investors
Why are investors turning to emerging market short bonds?
Why are investors turning to emerging market short bonds?
Hard currency bonds stand out amid global uncertainty.
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Professional Investors
Are ex-China funds overlooking opportunities?
Are ex-China funds overlooking opportunities?
Omitting the country from funds may reduce some risks, but sacrifices access to one of the world’s most...
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Professional Investors
A golden opportunity for emerging markets
A golden opportunity for emerging markets
How are higher gold prices improving trade balances in key growth economies?
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Professional Investors
Uncertainty clouds emerging markets
Uncertainty clouds emerging markets
Despite investors’ concerns, are there still opportunities in EMs?
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